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Perennial Investment Advisors’s FS KKR Capital FSK Stock Holding History

Perennial Investment Advisors’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
Q1 		$378K Sell
37,105
-4,178
-10% -$52.3K 0.03% 333
2025
Q4 		$611K Sell
41,283
-18,052
-30% -$274K 0.05% 258
2025
Q3 		$886K Sell
59,335
-4,425
-7% -$83.8K 0.07% 196
2025
Q2 		$1.32M Buy
63,760
+880
+1% +$17.9K 0.13% 147
2025
Q1 		$1.32M Sell
62,880
-1,168
-2% -$26.1K 0.15% 126
2024
Q4 		$1.39M Buy
64,048
+7,192
+13% +$151K 0.16% 110
2024
Q3 		$1.12M Sell
56,856
-2,978
-5% -$59.2K 0.15% 119
2024
Q2 		$1.18M Buy
59,834
+12,844
+27% +$252K 0.17% 106
2024
Q1 		$896K Sell
46,990
-20,947
-31% -$414K 0.14% 124
2023
Q4 		$1.36M Buy
67,937
+1,399
+2% +$27.5K 0.22% 84
2023
Q3 		$1.31M Buy
66,538
+3,632
+6% +$72.6K 0.24% 88
2023
Q2 		$1.21M Buy
62,906
+534
+0.9% +$10.1K 0.21% 95
2023
Q1 		$1.15M Buy
62,372
+1,903
+3% +$36.1K 0.21% 95
2022
Q4 		$1.06M Buy
60,469
+4,385
+8% +$81.5K 0.43% 45
2022
Q3 		$951K Buy
56,084
+1,583
+3% +$33K 0.43% 48
2022
Q2 		$1.06M Buy
54,501
+5,186
+11% +$110K 0.41% 52
2022
Q1 		$1.13M Buy
49,315
+9,376
+23% +$208K 0.36% 55
2021
Q4 		$836K Sell
39,939
-1,390
-3% -$30K 0.26% 79
2021
Q3 		$911K Buy
41,329
+1,087
+3% +$24K 0.32% 74
2021
Q2 		$866K Buy
40,242
+10,097
+33% +$216K 0.32% 75
2021
Q1 		$598K Sell
30,145
-2,353
-7% -$43.8K 0.24% 87
2020
Q4 		$538K Sell
32,498
-10,739
-25% -$179K 0.23% 86
2020
Q3 		$689K Sell
43,237
-14,314
-25% -$223K 0.35% 62
2020
Q2 		$806K Sell
57,551
-5,351
-9% -$75.4K 0.55% 37
2020
Q1 		$755K Buy
62,902
+19,688
+46% +$421K 0.67% 35
2019
Q4 		$1.06M Buy
+43,214
New +$1.03M 0.84% 30

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 $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Perennial Investment Advisors's FSK Position: Q1 2026 in Review

Perennial Investment Advisors reduced its FS KKR Capital (FSK) stake by 10% in Q1 2026, selling an estimated $52.3K and leaving 37,105 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #333.

Perennial Investment Advisors first reported a position in FSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.39M in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Perennial Investment Advisors held 37,105 shares of FS KKR Capital worth $378K as of Q1 2026.
  • Perennial Investment Advisors sold 4,178 FS KKR Capital shares in Q1 2026, an estimated $52.3K.
  • FS KKR Capital made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #333 holding.
  • Perennial Investment Advisors first reported a position in FS KKR Capital in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's FS KKR Capital position peaked at $1.39M in Q4 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.