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Legacy Investment Solutions’s FS KKR Capital FSK Stock Holding History

Legacy Investment Solutions’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.49M Buy
+168,407
New +$3.43M 1.82% 11
2024
Q4 		$4.04M Sell
173,756
-196,446
-53% -$4.12M 2.58% 11
2024
Q3 		$7.83M Buy
+370,202
New +$7.36M 4.57% 8

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legacy Investment Solutions's FSK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FS KKR Capital (FSK) in Q2 2025: 168,407 shares worth $3.49M. The stake represents 1.82% of the portfolio and ranks #11 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FSK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FSK in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.83M in Q3 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Legacy Investment Solutions held 168,407 shares of FS KKR Capital worth $3.49M as of Q2 2025.
  • FS KKR Capital was a new Legacy Investment Solutions position in Q2 2025.
  • FS KKR Capital made up 1.82% of Legacy Investment Solutions's portfolio in Q2 2025, its #11 holding.
  • Legacy Investment Solutions first reported a position in FS KKR Capital in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FS KKR Capital position peaked at $7.83M in Q3 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.