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Savvy Advisors Inc’s FS KKR Capital FSK Stock Holding History

Savvy Advisors Inc’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 		$269K Buy
26,383
+2,005
+8% +$25.1K 0.01% 924
2025
Q4 		$361K Sell
24,378
-8,903
-27% -$135K 0.01% 693
2025
Q3 		$497K Buy
33,281
+9,337
+39% +$177K 0.02% 426
2025
Q2 		$497K Sell
23,944
-2,302
-9% -$46.9K 0.03% 355
2025
Q1 		$550K Buy
+26,246
New +$587K 0.06% 275

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 $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

Savvy Advisors Inc's FSK Position: Q1 2026 in Review

Savvy Advisors Inc increased its FS KKR Capital (FSK) stake by 8.2% in Q1 2026, buying an estimated $25.1K and bringing the position to 26,383 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #924.

Savvy Advisors Inc first reported a position in FSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $550K in Q1 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Savvy Advisors Inc held 26,383 shares of FS KKR Capital worth $269K as of Q1 2026.
  • Savvy Advisors Inc bought 2,005 FS KKR Capital shares in Q1 2026, an estimated $25.1K.
  • FS KKR Capital made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #924 holding.
  • Savvy Advisors Inc first reported a position in FS KKR Capital in Q1 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's FS KKR Capital position peaked at $550K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.