Legacy Wealth Management (Idaho)’s FS KKR Capital FSK Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q2	$122K	Sell	11,651 -139,126	-92%	-$1.5M	0.05%	185
2026 Q1	$1.53M	Sell	150,777 -56,170	-27%	-$703K	0.76%	32
2025 Q4	$3.06M	Sell	206,947 -80,118	-28%	-$1.21M	1.47%	13
2025 Q3	$4.29M	Buy	287,065 +118,658	+70%	+$2.25M	1.94%	9
2025 Q2	$3.49M	Buy	168,407 +20,712	+14%	+$422K	1.82%	11
2025 Q1	$3.09M	Sell	147,695 -26,061	-15%	-$583K	2.19%	14
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

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FSK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its FS KKR Capital (FSK) stake by 92% in Q2 2026, selling an estimated $1.5M and leaving 11,651 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #185.

Legacy Wealth Management (Idaho) first reported a position in FSK in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.83M in Q3 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Legacy Wealth Management (Idaho) held 11,651 shares of FS KKR Capital worth $122K as of Q2 2026.
Legacy Wealth Management (Idaho) sold 139,126 FS KKR Capital shares in Q2 2026, an estimated $1.5M.
FS KKR Capital made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #185 holding.
Legacy Wealth Management (Idaho) first reported a position in FS KKR Capital in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s FS KKR Capital position peaked at $7.83M in Q3 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.