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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
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 $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

Perigon Wealth Management's FSK Position: Q1 2026 in Review

Perigon Wealth Management reduced its FS KKR Capital (FSK) stake by 15% in Q1 2026, selling an estimated $25.3K and leaving 11,876 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Perigon Wealth Management first reported a position in FSK in Q3 2017 and has held it in 17 quarters since. The position peaked at $321K in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Perigon Wealth Management held 11,876 shares of FS KKR Capital worth $121K as of Q1 2026.
  • Perigon Wealth Management sold 2,023 FS KKR Capital shares in Q1 2026, an estimated $25.3K.
  • FS KKR Capital made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1251 holding.
  • Perigon Wealth Management first reported a position in FS KKR Capital in Q3 2017 and has held it in 17 quarters since.
  • Perigon Wealth Management's FS KKR Capital position peaked at $321K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.