SGI
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Summit Global Investments’s FS KKR Capital FSK Stock Holding History

Summit Global Investments’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 		$335K Buy
31,916
+646
+2% +$6.95K 0.02% 424
2026
Q1 		$318K Sell
31,270
-6,129
-16% -$76.7K 0.02% 406
2025
Q4 		$554K Buy
37,399
+8,352
+29% +$127K 0.03% 296
2025
Q3 		$434K Buy
29,047
+2,155
+8% +$40.8K 0.03% 331
2025
Q2 		$558K Buy
26,892
+8,089
+43% +$165K 0.03% 287
2025
Q1 		$394K Buy
+18,803
New +$420K 0.03% 329

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 Global Investments's FSK Position: Q2 2026 in Review

Summit Global Investments increased its FS KKR Capital (FSK) stake by 2.1% in Q2 2026, buying an estimated $6.95K and bringing the position to 31,916 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #424.

Summit Global Investments first reported a position in FSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Summit Global Investments held 31,916 shares of FS KKR Capital worth $335K as of Q2 2026.
  • Summit Global Investments bought 646 FS KKR Capital shares in Q2 2026, an estimated $6.95K.
  • FS KKR Capital made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #424 holding.
  • Summit Global Investments first reported a position in FS KKR Capital in Q1 2025 and has held it in 6 quarters since.
  • Summit Global Investments's FS KKR Capital position peaked at $558K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.