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Summit Securities Group’s FS KKR Capital FSK Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-2,800
Closed -$60.8K – 899
2024
Q4 		$60.8K Buy
+2,800
New +$58.8K 0.01% 265
2022
Q1 		– Sell
-4,300
Closed -$90K – 1186
2021
Q4 		$90K Buy
+4,300
New +$92.9K ﹤0.01% 698

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 Securities Group's FSK Position: Q1 2026 in Review

Summit Securities Group reduced its FS KKR Capital (FSK) stake by 64% in Q1 2026, selling an estimated $43.8K and leaving 2,000 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Summit Securities Group first reported a position in FSK in Q2 2022 and has held it in 10 quarters since. The position peaked at $206K in Q4 2022. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Summit Securities Group held 2,000 shares of FS KKR Capital worth $20.4K as of Q1 2026.
  • Summit Securities Group sold 3,500 FS KKR Capital shares in Q1 2026, an estimated $43.8K.
  • FS KKR Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #519 holding.
  • Summit Securities Group first reported a position in FS KKR Capital in Q2 2022 and has held it in 10 quarters since.
  • Summit Securities Group's FS KKR Capital position peaked at $206K in Q4 2022.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.