Legacy Capital Group California, Inc.

Position in FSK — FS KKR Capital Corp

CIK 1977092 LOS GATOS, CA

Position in FSK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,111,635

-$198,419 QoQ

Shares Held

105,870

-17.7% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#119

of 440 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $1,686,002 across 2 Asset Management names. FSK ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FSK	FS KKR Capital Corp This page	105,870	$1,111,635
2	AMP	Ameriprise Financial Inc	1,252	$574,367

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,635	105,870	-17.7%	Shares	Sole	2026-07-29
2026-03-31	$1,310,054	128,689	-59.0%	Shares	Sole	2026-05-04
2025-12-31	$4,644,638	313,615	+48.8%	Shares	Sole	2026-01-28
2025-09-30	$3,146,512	210,751	+5.8%	Shares	Sole	2025-11-12
2025-06-30	$4,133,130	199,187	+14.2%	Shares	Sole	2025-07-14
2025-03-31	$3,654,287	174,429	+5.2%	Shares	Sole	2025-05-09
2024-12-31	$3,601,653	165,822	-1.0%	Shares	Sole	2025-02-03
2024-09-30	$3,304,518	167,487	-0.9%	Shares	Sole	2024-10-23
2024-06-30	$3,333,067	168,934	-2.4%	Shares	Sole	2024-07-22
2024-03-31	$3,301,150	173,107	-1.6%	Shares	Sole	2024-05-07
2023-12-31	$3,514,660	175,997	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$3,455,299	175,485	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$3,356,480	174,999	+2.3%	Shares	Sole	2023-08-10
2023-03-31	$3,163,333	170,991	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.