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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
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 $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 Trail Advisors's FSK Position: Q1 2026 in Review

Summit Trail Advisors sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 28,236 shares — an estimated $418K sold.

Summit Trail Advisors first reported a position in FSK in Q4 2025 and held it in 1 quarter. The position peaked at $418K in Q4 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Summit Trail Advisors reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 28,236 FS KKR Capital shares in Q1 2026, an estimated $418K.
  • Summit Trail Advisors first reported a position in FS KKR Capital in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's FS KKR Capital position peaked at $418K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.