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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 $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 Securities Group's FSK Position: Q2 2026 in Review

Summit Securities Group increased its FS KKR Capital (FSK) stake by 65% in Q2 2026, buying an estimated $14K and bringing the position to 3,300 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Summit Securities Group first reported a position in FSK in Q2 2022 and has held it in 11 quarters since. The position peaked at $206K in Q4 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Summit Securities Group held 3,300 shares of FS KKR Capital worth $34.6K as of Q2 2026.
  • Summit Securities Group bought 1,300 FS KKR Capital shares in Q2 2026, an estimated $14K.
  • FS KKR Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #634 holding.
  • Summit Securities Group first reported a position in FS KKR Capital in Q2 2022 and has held it in 11 quarters since.
  • Summit Securities Group's FS KKR Capital position peaked at $206K in Q4 2022.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

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