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SageGuard Financial Group’s FS KKR Capital FSK Stock Holding History

SageGuard Financial Group’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 		– Sell
-15,093
Closed -$154K – 216
2026
Q1 		$154K Hold
15,093
– – 0.02% 193
2025
Q4 		$224K Buy
+15,093
New +$229K 0.04% 168

Other funds holding FSK

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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

SageGuard Financial Group's FSK Position: Q2 2026 in Review

SageGuard Financial Group sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 15,093 shares — an estimated $154K sold.

SageGuard Financial Group first reported a position in FSK in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 249 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • SageGuard Financial Group reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • SageGuard Financial Group sold 15,093 FS KKR Capital shares in Q2 2026, an estimated $154K.
  • SageGuard Financial Group first reported a position in FS KKR Capital in Q4 2025 and held it in 2 quarters.
  • SageGuard Financial Group's FS KKR Capital position peaked at $224K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.