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Patriot Financial Group Insurance Agency’s FS KKR Capital FSK Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-13,120
Closed -$134K – 567
2026
Q1 		$134K Buy
+13,120
New +$164K 0.01% 679
2025
Q4 		– Sell
-11,545
Closed -$172K – 525
2025
Q3 		$172K Sell
11,545
-18,577
-62% -$352K 0.02% 471
2025
Q2 		$625K Buy
30,122
+358
+1% +$7.3K 0.07% 277
2025
Q1 		$624K Sell
29,764
-121
-0.4% -$2.71K 0.08% 255
2024
Q4 		$649K Sell
29,885
-1,677
-5% -$35.2K 0.09% 242
2024
Q3 		$623K Buy
31,562
+1,854
+6% +$36.8K 0.08% 260
2024
Q2 		$586K Buy
29,708
+48
+0.2% +$943 0.09% 248
2024
Q1 		$566K Buy
29,660
+3,145
+12% +$62.2K 0.09% 251
2023
Q4 		$530K Sell
26,515
-3,575
-12% -$70.2K 0.1% 239
2023
Q3 		$592K Sell
30,090
-157
-0.5% -$3.14K 0.12% 198
2023
Q2 		$580K Buy
30,247
+892
+3% +$16.9K 0.11% 213
2023
Q1 		$543K Sell
29,355
-5,771
-16% -$109K 0.11% 212
2022
Q4 		$615K Sell
35,126
-216
-0.6% -$4.01K 0.08% 173
2022
Q3 		$599K Buy
35,342
+1,960
+6% +$40.9K 0.15% 170
2022
Q2 		$648K Sell
33,382
-3,019
-8% -$64K 0.13% 162
2022
Q1 		$831K Sell
36,401
-148
-0.4% -$3.28K 0.15% 154
2021
Q4 		$765K Sell
36,549
-2,951
-7% -$63.8K 0.13% 173
2021
Q3 		$871K Buy
39,500
+726
+2% +$16K 0.15% 143
2021
Q2 		$834K Buy
38,774
+24,443
+171% +$524K 0.15% 145
2021
Q1 		$284K Sell
14,331
-145
-1% -$2.7K 0.07% 302
2020
Q4 		$240K Sell
14,476
-277
-2% -$4.6K 0.06% 306
2020
Q3 		$234K Buy
14,753
+301
+2% +$4.7K 0.08% 241
2020
Q2 		$202K Sell
14,452
-699
-5% -$9.85K 0.08% 231
2020
Q1 		$182K Sell
15,151
-61,690
-80% -$1.32M 0.08% 225
2019
Q4 		$1.88M Sell
76,841
-17,729
-19% -$424K 0.71% 21
2019
Q3 		$2.2M Sell
94,570
-153,506
-62% -$3.6M 0.99% 12
2019
Q2 		$6.05M Buy
248,076
+1,788
+0.7% +$44K 2.61% 5
2019
Q1 		$5.96M Buy
246,288
+12,341
+5% +$306K 3.06% 4
2018
Q4 		$4.84M Buy
233,947
+19,387
+9% +$482K 3.18% 4
2018
Q3 		$6.05M Buy
214,560
+22,641
+12% +$692K 3.61% 5
2018
Q2 		$5.64M Sell
191,919
-14,619
-7% -$446K 6.03% 3
2018
Q1 		$5.99M Buy
206,538
+15,049
+8% +$448K 4.43% 2
2017
Q4 		$5.95M Sell
191,489
-19,076
-9% -$613K 4.45% 2
2017
Q3 		$7.29M Buy
210,565
+53,064
+34% +$1.82M 6.51% 2
2017
Q2 		$5.7M Buy
157,501
+17,578
+13% +$660K 5.94% 2
2017
Q1 		$5.43M Buy
139,923
+14,449
+12% +$591K 5.72% 3
2016
Q4 		$5.2M Buy
+125,474
New +$4.91M 7.1% 2

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Patriot Financial Group Insurance Agency's FSK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 13,120 shares — an estimated $134K sold.

Patriot Financial Group Insurance Agency first reported a position in FSK in Q4 2016 and held it in 37 quarters. The position peaked at $7.29M in Q3 2017. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 13,120 FS KKR Capital shares in Q2 2026, an estimated $134K.
  • Patriot Financial Group Insurance Agency first reported a position in FS KKR Capital in Q4 2016 and held it in 37 quarters.
  • Patriot Financial Group Insurance Agency's FS KKR Capital position peaked at $7.29M in Q3 2017.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.