PBF
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Petix & Botte Financial’s FS KKR Capital FSK Stock Holding History

Petix & Botte Financial’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 		$111K Sell
5,467
-5,467
-50% -$68.4K 0.02% 137
2025
Q4 		$162K Sell
10,934
-3,590
-25% -$54.4K 0.04% 133
2025
Q3 		$217K Buy
14,524
+114
+0.8% +$2.16K 0.05% 128
2025
Q2 		$299K Buy
14,410
+110
+0.8% +$2.24K 0.07% 108
2025
Q1 		$300K Hold
14,300
– – 0.08% 102
2024
Q4 		$311K Buy
14,300
+218
+2% +$4.57K 0.08% 105
2024
Q3 		$278K Buy
14,082
+106
+0.8% +$2.11K 0.07% 103
2024
Q2 		$276K Buy
+13,976
New +$275K 0.08% 103
2024
Q1 		– Sell
-13,756
Closed -$275K – 144
2023
Q4 		$275K Sell
13,756
-3,255
-19% -$63.9K 0.08% 102
2023
Q3 		$335K Buy
17,011
+105
+0.6% +$2.1K 0.11% 90
2023
Q2 		$324K Buy
+16,906
New +$320K 0.1% 94
2022
Q2 		– Sell
-19,058
Closed -$435K – 83
2022
Q1 		$435K Buy
19,058
+9,188
+93% +$204K 0.13% 71
2021
Q4 		$207K Sell
9,870
-20,789
-68% -$449K 0.13% 81
2021
Q3 		$675K Buy
30,659
+14,666
+92% +$324K 0.23% 58
2021
Q2 		$344K Buy
+15,993
New +$343K 0.24% 62

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

Petix & Botte Financial's FSK Position: Q1 2026 in Review

Petix & Botte Financial reduced its FS KKR Capital (FSK) stake by 50% in Q1 2026, selling an estimated $68.4K and leaving 5,467 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #137.

Petix & Botte Financial first reported a position in FSK in Q2 2021 and has held it in 15 quarters since. The position peaked at $675K in Q3 2021. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Petix & Botte Financial held 5,467 shares of FS KKR Capital worth $111K as of Q1 2026.
  • Petix & Botte Financial sold 5,467 FS KKR Capital shares in Q1 2026, an estimated $68.4K.
  • FS KKR Capital made up 0.02% of Petix & Botte Financial's portfolio in Q1 2026, its #137 holding.
  • Petix & Botte Financial first reported a position in FS KKR Capital in Q2 2021 and has held it in 15 quarters since.
  • Petix & Botte Financial's FS KKR Capital position peaked at $675K in Q3 2021.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.