SF
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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
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 $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

Summit Financial's FSK Position: Q1 2026 in Review

Summit Financial reduced its FS KKR Capital (FSK) stake by 48% in Q1 2026, selling an estimated $401K and leaving 34,631 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Summit Financial first reported a position in FSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Summit Financial held 34,631 shares of FS KKR Capital worth $369K as of Q1 2026.
  • Summit Financial sold 32,074 FS KKR Capital shares in Q1 2026, an estimated $401K.
  • FS KKR Capital made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1094 holding.
  • Summit Financial first reported a position in FS KKR Capital in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's FS KKR Capital position peaked at $1.29M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.