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Summit Wealth Group (Colorado)’s FS KKR Capital FSK Stock Holding History

Summit Wealth Group (Colorado)’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 		$216K Buy
20,582
+9,370
+84% +$101K 0.02% 366
2026
Q1 		$114K Buy
+11,212
New +$140K 0.01% 337

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 Wealth Group (Colorado)'s FSK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its FS KKR Capital (FSK) stake by 84% in Q2 2026, buying an estimated $101K and bringing the position to 20,582 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #366.

Summit Wealth Group (Colorado) first reported a position in FSK in Q1 2026 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 20,582 shares of FS KKR Capital worth $216K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 9,370 FS KKR Capital shares in Q2 2026, an estimated $101K.
  • FS KKR Capital made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #366 holding.
  • Summit Wealth Group (Colorado) first reported a position in FS KKR Capital in Q1 2026 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.