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Root Financial Partners’s FS KKR Capital FSK Stock Holding History

Root Financial Partners’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 		$855 Hold
84
– – ﹤0.01% 2669
2025
Q4 		$1.24K Sell
84
-24
-22% -$364 ﹤0.01% 2065
2025
Q3 		$1.61K Buy
+108
New +$2.04K ﹤0.01% 1989

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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 $258M AUM 20.26% 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

Root Financial Partners's FSK Position: Q1 2026 in Review

Root Financial Partners held its FS KKR Capital (FSK) position steady in Q1 2026 at 84 shares worth $855. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Root Financial Partners first reported a position in FSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61K in Q3 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Root Financial Partners held 84 shares of FS KKR Capital worth $855 as of Q1 2026.
  • Root Financial Partners left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2669 holding.
  • Root Financial Partners first reported a position in FS KKR Capital in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's FS KKR Capital position peaked at $1.61K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.