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Planned Solutions’s FS KKR Capital FSK Stock Holding History

Planned Solutions’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 		– Sell
-12,968
Closed -$192K – 142
2025
Q4 		$192K Hold
12,968
– – 0.06% 138
2025
Q3 		$194K Buy
+12,968
New +$245K 0.07% 137
2024
Q4 		– Sell
-2,000
Closed -$39.5K – 297
2024
Q3 		$39.5K Buy
+2,000
New +$39.7K 0.02% 326
2024
Q1 		– Sell
-2,000
Closed -$39.9K – 254
2023
Q4 		$39.9K Buy
+2,000
New +$39.3K 0.02% 307
2021
Q1 		– Sell
-2,897
Closed -$48K – 188
2020
Q4 		$48K Hold
2,897
– – 0.04% 207
2020
Q3 		$46K Buy
+2,897
New +$45.2K 0.04% 161

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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 $480B AUM 42.84% 1-Year Est. Return

Planned Solutions's FSK Position: Q1 2026 in Review

Planned Solutions sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 12,968 shares — an estimated $192K sold.

Planned Solutions first reported a position in FSK in Q3 2020 and held it in 6 quarters. The position peaked at $194K in Q3 2025. 479 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Planned Solutions reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Planned Solutions sold 12,968 FS KKR Capital shares in Q1 2026, an estimated $192K.
  • Planned Solutions first reported a position in FS KKR Capital in Q3 2020 and held it in 6 quarters.
  • Planned Solutions's FS KKR Capital position peaked at $194K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Planned Solutions's 13F filing for Q1 2026, filed 9 Apr 2026.