MHS
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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 $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

M Holdings Securities's FSK Position: Q1 2026 in Review

M Holdings Securities reduced its FS KKR Capital (FSK) stake by 25% in Q1 2026, selling an estimated $181K and leaving 43,915 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #257.

M Holdings Securities first reported a position in FSK in Q4 2015 and has held it in 25 quarters since. The position peaked at $881K in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • M Holdings Securities held 43,915 shares of FS KKR Capital worth $473K as of Q1 2026.
  • M Holdings Securities sold 14,458 FS KKR Capital shares in Q1 2026, an estimated $181K.
  • FS KKR Capital made up 0.03% of M Holdings Securities's portfolio in Q1 2026, its #257 holding.
  • M Holdings Securities first reported a position in FS KKR Capital in Q4 2015 and has held it in 25 quarters since.
  • M Holdings Securities's FS KKR Capital position peaked at $881K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.