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Perigon Wealth Management’s FS KKR Capital FSK Stock Holding History

Perigon Wealth Management’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
-11,876
Closed -$121K – 1461
2026
Q1 		$121K Sell
11,876
-2,023
-15% -$25.3K ﹤0.01% 1251
2025
Q4 		$206K Sell
13,899
-153
-1% -$2.32K ﹤0.01% 1240
2025
Q3 		$210K Buy
14,052
+24
+0.2% +$454 ﹤0.01% 1142
2025
Q2 		$291K Buy
14,028
+23
+0.2% +$469 0.01% 851
2025
Q1 		$293K Sell
14,005
-500
-3% -$11.2K 0.01% 818
2024
Q4 		$321K Buy
14,505
+689
+5% +$14.5K 0.01% 790
2024
Q3 		$273K Hold
13,816
– – 0.01% 829
2024
Q2 		$273K Buy
13,816
+500
+4% +$9.83K 0.01% 722
2024
Q1 		$254K Hold
13,316
– – 0.01% 728
2023
Q4 		$266K Sell
13,316
-750
-5% -$14.7K 0.01% 695
2023
Q3 		$277K Hold
14,066
– – 0.01% 615
2023
Q2 		$270K Hold
14,066
– – 0.01% 647
2023
Q1 		$260K Hold
14,066
– – 0.01% 588
2022
Q4 		$246K Buy
+14,066
New +$261K 0.02% 593
2018
Q2 		– Sell
-552
Closed -$16K – 380
2018
Q1 		$16K Buy
552
+9
+2% +$268 0.01% 467
2017
Q4 		$16K Buy
543
+9
+2% +$289 0.01% 438
2017
Q3 		$19K Buy
+534
New +$18.4K 0.01% 453

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

Perigon Wealth Management's FSK Position: Q2 2026 in Review

Perigon Wealth Management sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 11,876 shares — an estimated $121K sold.

Perigon Wealth Management first reported a position in FSK in Q3 2017 and held it in 17 quarters. The position peaked at $321K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Perigon Wealth Management reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 11,876 FS KKR Capital shares in Q2 2026, an estimated $121K.
  • Perigon Wealth Management first reported a position in FS KKR Capital in Q3 2017 and held it in 17 quarters.
  • Perigon Wealth Management's FS KKR Capital position peaked at $321K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.