PlanVest Financial’s FS KKR Capital FSK Stock Holding History

PlanVest 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 Q2	$4.34K	Hold	413	–	–	﹤0.01%	473
2026 Q1	$4.2K	Buy	+413	New	+$5.17K	﹤0.01%	441

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

PlanVest Financial's FSK Position: Q2 2026 in Review

PlanVest Financial held its FS KKR Capital (FSK) position steady in Q2 2026 at 413 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

PlanVest Financial first reported a position in FSK in Q1 2026 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

PlanVest Financial held 413 shares of FS KKR Capital worth $4.34K as of Q2 2026.
PlanVest Financial left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #473 holding.
PlanVest Financial first reported a position in FS KKR Capital in Q1 2026 and has held it in 2 quarters since.
431 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.