RF
FSK icon

Roxbury Financial’s FS KKR Capital FSK Stock Holding History

Roxbury 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
Q1 		– Sell
-3,207
Closed -$47.5K – 397
2025
Q4 		$47.5K Hold
3,207
– – 0.04% 184
2025
Q3 		$47.9K Hold
3,207
– – 0.04% 181
2025
Q2 		$66.5K Hold
3,207
– – 0.06% 149
2025
Q1 		$75.3K Buy
3,207
+103
+3% +$2.3K 0.07% 136
2024
Q4 		$69K Buy
+3,104
New +$65.1K 0.07% 137

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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 $79.5B AUM 27.1% 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

Roxbury Financial's FSK Position: Q1 2026 in Review

Roxbury Financial sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 3,207 shares — an estimated $47.5K sold.

Roxbury Financial first reported a position in FSK in Q4 2024 and held it in 5 quarters. The position peaked at $75.3K in Q1 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Roxbury Financial reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Roxbury Financial sold 3,207 FS KKR Capital shares in Q1 2026, an estimated $47.5K.
  • Roxbury Financial first reported a position in FS KKR Capital in Q4 2024 and held it in 5 quarters.
  • Roxbury Financial's FS KKR Capital position peaked at $75.3K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Roxbury Financial's 13F filing for Q1 2026, filed 17 Apr 2026.