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Rothschild Investment LLC’s FS KKR Capital FSK Stock Holding History

Rothschild Investment LLC’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 		$26.5K Hold
2,528
– – ﹤0.01% 1451
2026
Q1 		$25.7K Sell
2,528
-666
-21% -$8.33K ﹤0.01% 1322
2025
Q4 		$47.3K Hold
3,194
– – ﹤0.01% 1039
2025
Q3 		$47.7K Buy
3,194
+1,196
+60% +$22.6K ﹤0.01% 1004
2025
Q2 		$41.5K Hold
1,998
– – ﹤0.01% 826
2025
Q1 		$41.9K Hold
1,998
– – ﹤0.01% 814
2024
Q4 		$43.4K Hold
1,998
– – ﹤0.01% 811
2024
Q3 		$39.4K Hold
1,998
– – ﹤0.01% 838
2024
Q2 		$39.4K Hold
1,998
– – ﹤0.01% 806
2024
Q1 		$38.1K Sell
1,998
-300
-13% -$5.94K ﹤0.01% 791
2023
Q4 		$45.9K Buy
+2,298
New +$45.1K ﹤0.01% 672

Other funds holding FSK

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's FSK Position: Q2 2026 in Review

Rothschild Investment LLC held its FS KKR Capital (FSK) position steady in Q2 2026 at 2,528 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Rothschild Investment LLC first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.7K in Q3 2025. 249 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Rothschild Investment LLC held 2,528 shares of FS KKR Capital worth $26.5K as of Q2 2026.
  • Rothschild Investment LLC left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1451 holding.
  • Rothschild Investment LLC first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's FS KKR Capital position peaked at $47.7K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.