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Synergy Investment Management’s FS KKR Capital FSK Stock Holding History

Synergy Investment Management’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 		$121K Buy
11,547
+358
+3% +$3.85K 0.03% 234
2026
Q1 		$114K Hold
11,189
– – 0.04% 184
2025
Q4 		$166K Buy
+11,189
New +$170K 0.06% 129
2025
Q2 		– Sell
-11,031
Closed -$231K – 260
2025
Q1 		$231K Buy
11,031
+1,268
+13% +$28.3K 0.1% 112
2024
Q4 		$212K Buy
+9,763
New +$205K 0.09% 115

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

Synergy Investment Management's FSK Position: Q2 2026 in Review

Synergy Investment Management increased its FS KKR Capital (FSK) stake by 3.2% in Q2 2026, buying an estimated $3.85K and bringing the position to 11,547 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #234.

Synergy Investment Management first reported a position in FSK in Q4 2024 and has held it in 5 quarters since. The position peaked at $231K in Q1 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Synergy Investment Management held 11,547 shares of FS KKR Capital worth $121K as of Q2 2026.
  • Synergy Investment Management bought 358 FS KKR Capital shares in Q2 2026, an estimated $3.85K.
  • FS KKR Capital made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #234 holding.
  • Synergy Investment Management first reported a position in FS KKR Capital in Q4 2024 and has held it in 5 quarters since.
  • Synergy Investment Management's FS KKR Capital position peaked at $231K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.