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Summit Trail Advisors’s FS KKR Capital FSK Stock Holding History

Summit Trail Advisors’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 		$527K Buy
+50,148
New +$539K 0.01% 1204
2026
Q1 		– Sell
-28,236
Closed -$418K – 1466
2025
Q4 		$418K Buy
+28,236
New +$428K 0.01% 1130

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 Trail Advisors's FSK Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in FS KKR Capital (FSK) in Q2 2026: 50,148 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in FSK as recently as Q4 2025.

Summit Trail Advisors first reported a position in FSK in Q4 2025 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Summit Trail Advisors held 50,148 shares of FS KKR Capital worth $527K as of Q2 2026.
  • FS KKR Capital was a new Summit Trail Advisors position in Q2 2026.
  • FS KKR Capital made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1204 holding.
  • Summit Trail Advisors first reported a position in FS KKR Capital in Q4 2025 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.