PBF
FSK icon

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
Q3 		$120K Hold
10,934
– – 0.02% 148
2026
Q2 		$115K Buy
10,934
+5,467
+100% +$58.8K 0.02% 144
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Petix & Botte Financial's FSK Position: Q3 2026 in Review

Petix & Botte Financial held its FS KKR Capital (FSK) position steady in Q3 2026 at 10,934 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #148.

Petix & Botte Financial first reported a position in FSK in Q2 2021 and has held it in 17 quarters since. The position peaked at $675K in Q3 2021. 308 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Petix & Botte Financial held 10,934 shares of FS KKR Capital worth $120K as of Q3 2026.
  • Petix & Botte Financial left its FS KKR Capital share count unchanged in Q3 2026.
  • FS KKR Capital made up 0.02% of Petix & Botte Financial's portfolio in Q3 2026, its #148 holding.
  • Petix & Botte Financial first reported a position in FS KKR Capital in Q2 2021 and has held it in 17 quarters since.
  • Petix & Botte Financial's FS KKR Capital position peaked at $675K in Q3 2021.
  • 308 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Petix & Botte Financial's 13F filing for Q3 2026, filed 10 Nov 2026.