Position in FSK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$216,111
+$101,973 QoQ
Shares Held
20,582
+83.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#248
of 440 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,361,129 across 6 Asset Management names. FSK ranks #4 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
82,406 | $411,205 | |
| 2 | BLK |
BlackRock, Inc.
|
322 | $309,622 | |
| 3 | BX |
Blackstone Inc.
|
2,501 | $294,292 | |
| 4 | FSK |
FS KKR Capital Corp
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|
20,582 | $216,111 | |
| 5 | CION |
CION Investment Corp
|
10,541 | $65,670 | |
| 6 | GAB |
Gabelli Equity Trust Inc
|
11,348 | $64,229 |
All Filings in FSK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,111 | 20,582 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $114,138 | 11,212 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||