Sumitomo Mitsui Trust Group
FSK icon

Sumitomo Mitsui Trust Group’s FS KKR Capital FSK Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		$8.03M Hold
788,596
– – 0.01% 686
2025
Q4 		$11.7M Sell
788,596
-26,573
-3% -$403K 0.01% 669
2025
Q3 		$12.2M Buy
815,169
+91,501
+13% +$1.73M 0.01% 667
2025
Q2 		$15M Buy
723,668
+91,635
+14% +$1.87M 0.01% 652
2025
Q1 		$13.2M Buy
632,033
+78,784
+14% +$1.76M 0.01% 669
2024
Q4 		$12M Buy
553,249
+41,932
+8% +$880K 0.01% 692
2024
Q3 		$10.1M Hold
511,317
– – 0.01% 712
2024
Q2 		$10.1M Buy
511,317
+24,867
+5% +$489K 0.01% 706
2024
Q1 		$9.28M Sell
486,450
-153
-0% -$3.03K 0.01% 775
2023
Q4 		$9.72M Sell
486,603
-4,997
-1% -$98.2K 0.01% 773
2023
Q3 		$9.68M Sell
491,600
-2,681
-0.5% -$53.6K 0.01% 786
2023
Q2 		$9.48M Sell
494,281
-11,769
-2% -$223K 0.01% 794
2023
Q1 		$9.36M Buy
506,050
+33,970
+7% +$644K 0.01% 792
2022
Q4 		$8.26M Sell
472,080
-8,168
-2% -$152K 0.01% 804
2022
Q3 		$8.14M Sell
480,248
-24,502
-5% -$511K 0.01% 805
2022
Q2 		$9.8M Buy
504,750
+1,341
+0.3% +$28.4K 0.01% 807
2022
Q1 		$11.5M Buy
503,409
+26,478
+6% +$587K 0.01% 782
2021
Q4 		$9.99M Sell
476,931
-61,685
-11% -$1.33M 0.01% 773
2021
Q3 		$11.9M Sell
538,616
-7,157
-1% -$158K 0.01% 762
2021
Q2 		$11.7M Sell
545,773
-26,783
-5% -$574K 0.01% 775
2021
Q1 		$11.4M Sell
572,556
-22,251
-4% -$414K 0.01% 770
2020
Q4 		$9.85M Hold
594,807
– – 0.01% 775
2020
Q3 		$9.43M Sell
594,807
-72,166
-11% -$1.13M 0.01% 765
2020
Q2 		$9.34M Sell
666,973
-179,510
-21% -$2.53M 0.01% 748
2020
Q1 		$10.2M Buy
+846,483
New +$18.1M 0.01% 716
2019
Q4 		– Sell
-4,440
Closed -$104K – 1102
2019
Q3 		$104K Sell
4,440
-1,828
-29% -$42.9K ﹤0.01% 1062
2019
Q2 		$149K Buy
6,268
+310
+5% +$7.62K ﹤0.01% 998
2019
Q1 		$144K Sell
5,958
-1,877
-24% -$46.5K ﹤0.01% 962
2018
Q4 		$167K Buy
7,835
+4,500
+135% +$112K ﹤0.01% 908
2018
Q3 		$94K Sell
3,335
-108
-3% -$3.3K ﹤0.01% 893
2018
Q2 		$101K Sell
3,443
-396
-10% -$12.1K ﹤0.01% 900
2018
Q1 		$111K Sell
3,839
-212
-5% -$6.31K ﹤0.01% 898
2017
Q4 		$119K Hold
4,051
– – ﹤0.01% 897
2017
Q3 		$137K Sell
4,051
-72
-2% -$2.48K ﹤0.01% 900
2017
Q2 		$151K Buy
4,123
+90
+2% +$3.38K ﹤0.01% 887
2017
Q1 		$158K Buy
4,033
+998
+33% +$40.8K ﹤0.01% 878
2016
Q4 		$125K Buy
3,035
+143
+5% +$5.6K ﹤0.01% 880
2016
Q3 		$110K Buy
2,892
+15
+0.5% +$569 ﹤0.01% 858
2016
Q2 		$104K Buy
2,877
+124
+5% +$4.49K ﹤0.01% 856
2016
Q1 		$101K Buy
2,753
+226
+9% +$7.64K ﹤0.01% 872
2015
Q4 		$93K Buy
+2,527
New +$97.3K ﹤0.01% 865

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 $254M AUM 16.78% 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

Sumitomo Mitsui Trust Group's FSK Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group held its FS KKR Capital (FSK) position steady in Q1 2026 at 788,596 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #686.

Sumitomo Mitsui Trust Group first reported a position in FSK in Q4 2015 and has held it in 41 quarters since. The position peaked at $15M in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 788,596 shares of FS KKR Capital worth $8.03M as of Q1 2026.
  • Sumitomo Mitsui Trust Group left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #686 holding.
  • Sumitomo Mitsui Trust Group first reported a position in FS KKR Capital in Q4 2015 and has held it in 41 quarters since.
  • Sumitomo Mitsui Trust Group's FS KKR Capital position peaked at $15M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.