PlanVest Financial
FSK icon

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
Q3 		$4.54K Hold
413
– – ﹤0.01% 467
2026
Q2 		$4.34K Hold
413
– – ﹤0.01% 473
2026
Q1 		$4.2K Buy
+413
New +$5.17K ﹤0.01% 441

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Cambridge Investment Research Advisors
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PlanVest Financial's FSK Position: Q3 2026 in Review

PlanVest Financial held its FS KKR Capital (FSK) position steady in Q3 2026 at 413 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

PlanVest Financial first reported a position in FSK in Q1 2026 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • PlanVest Financial held 413 shares of FS KKR Capital worth $4.54K as of Q3 2026.
  • PlanVest Financial left its FS KKR Capital share count unchanged in Q3 2026.
  • FS KKR Capital made up ﹤0.01% of PlanVest Financial's portfolio in Q3 2026, its #467 holding.
  • PlanVest Financial first reported a position in FS KKR Capital in Q1 2026 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.