SF
FSK icon

Summit Financial’s FS KKR Capital FSK Stock Holding History

Summit Financial’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 		$310K Sell
28,343
-6,288
-18% -$67.6K ﹤0.01% 1316
2026
Q1 		$369K Sell
34,631
-32,074
-48% -$401K ﹤0.01% 1094
2025
Q4 		$988K Buy
66,705
+1,579
+2% +$23.9K 0.01% 676
2025
Q3 		$972K Buy
65,126
+4,799
+8% +$90.8K 0.01% 666
2025
Q2 		$1.29M Buy
+60,327
New +$1.23M 0.03% 367

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Summit Financial's FSK Position: Q2 2026 in Review

Summit Financial reduced its FS KKR Capital (FSK) stake by 18% in Q2 2026, selling an estimated $67.6K and leaving 28,343 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Summit Financial first reported a position in FSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Summit Financial held 28,343 shares of FS KKR Capital worth $310K as of Q2 2026.
  • Summit Financial sold 6,288 FS KKR Capital shares in Q2 2026, an estimated $67.6K.
  • FS KKR Capital made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1316 holding.
  • Summit Financial first reported a position in FS KKR Capital in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's FS KKR Capital position peaked at $1.29M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.