Sequent Planning’s FS KKR Capital FSK Stock Holding History

Sequent Planning’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	$298K	Sell	28,363 -5,274	-16%	-$56.7K	0.06%	219
2026 Q1	$342K	Sell	33,637 -712	-2%	-$8.91K	0.08%	162
2025 Q4	$509K	Sell	34,349 -212	-0.6%	-$3.21K	0.13%	122
2025 Q3	$516K	Sell	34,561 -189	-0.5%	-$3.58K	0.15%	116
2025 Q2	$721K	Sell	34,750 -1,037	-3%	-$21.1K	0.23%	73
2025 Q1	$750K	Sell	35,787 -1,674	-4%	-$37.4K	0.27%	65
2024 Q4	$814K	Buy	37,461 +1,928	+5%	+$40.5K	0.3%	62
2024 Q3	$701K	Buy	35,533 +7,352	+26%	+$146K	0.24%	75
2024 Q2	$559K	Sell	28,181 -15,939	-36%	-$313K	0.19%	86
2024 Q1	$841K	Buy	+44,120	New	+$873K	0.3%	60

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Sequent Planning's FSK Position: Q2 2026 in Review

Sequent Planning reduced its FS KKR Capital (FSK) stake by 16% in Q2 2026, selling an estimated $56.7K and leaving 28,363 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #219.

Sequent Planning first reported a position in FSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $841K in Q1 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Sequent Planning held 28,363 shares of FS KKR Capital worth $298K as of Q2 2026.
Sequent Planning sold 5,274 FS KKR Capital shares in Q2 2026, an estimated $56.7K.
FS KKR Capital made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #219 holding.
Sequent Planning first reported a position in FS KKR Capital in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FS KKR Capital position peaked at $841K in Q1 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.