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Sage Advisors’s FS KKR Capital FSK Stock Holding History

Sage Advisors’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
2025
Q4 		$1.78M Sell
119,967
-114,871
-49% -$1.74M 1.18% 18
2025
Q3 		$3.51M Sell
234,838
-9,654
-4% -$183K 2.51% 12
2025
Q2 		$5.07M Buy
244,492
+31,061
+15% +$633K 3.62% 8
2025
Q1 		$4.47M Buy
+213,431
New +$4.77M 3.15% 10

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Sage Advisors's FSK Position: Q4 2025 in Review

Sage Advisors reduced its FS KKR Capital (FSK) stake by 49% in Q4 2025, selling an estimated $1.74M and leaving 119,967 shares worth $1.78M. The position accounts for 1.18% of the portfolio, ranked #18.

Sage Advisors first reported a position in FSK in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.07M in Q2 2025. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Sage Advisors held 119,967 shares of FS KKR Capital worth $1.78M as of Q4 2025.
  • Sage Advisors sold 114,871 FS KKR Capital shares in Q4 2025, an estimated $1.74M.
  • FS KKR Capital made up 1.18% of Sage Advisors's portfolio in Q4 2025, its #18 holding.
  • Sage Advisors first reported a position in FS KKR Capital in Q1 2025 and has held it in 4 quarters since.
  • Sage Advisors's FS KKR Capital position peaked at $5.07M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.