M Holdings Securities’s FS KKR Capital FSK Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-23,122	Closed	-$428K	–	298
2023 Q1	$428K	Buy	+23,122	New	+$438K	0.04%	291

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

M Holdings Securities's FSK Position: Q2 2026 in Review

M Holdings Securities sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 43,915 shares — an estimated $473K sold.

M Holdings Securities first reported a position in FSK in Q4 2015 and held it in 25 quarters. The position peaked at $881K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

M Holdings Securities reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 43,915 FS KKR Capital shares in Q2 2026, an estimated $473K.
M Holdings Securities first reported a position in FS KKR Capital in Q4 2015 and held it in 25 quarters.
M Holdings Securities's FS KKR Capital position peaked at $881K in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.