1620 Investment Advisors’s FS KKR Capital FSK Stock Holding History

1620 Investment 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
2025 Q3	–	Sell	-18,422	Closed	-$382K	–	664
2025 Q2	$382K	Sell	18,422 -88	-0.5%	-$1.79K	0.27%	105
2025 Q1	$388K	Sell	18,510 -355	-2%	-$7.94K	0.3%	107
2024 Q4	$410K	Sell	18,865 -506	-3%	-$10.6K	0.31%	101
2024 Q3	$382K	Hold	19,371	–	–	0.28%	109
2024 Q2	$382K	Hold	19,371	–	–	0.29%	101
2024 Q1	$369K	Buy	19,371 +1,474	+8%	+$29.2K	0.37%	90
2023 Q4	$357K	Sell	17,897 -2,697	-13%	-$53K	0.39%	89
2023 Q3	$405K	Buy	20,594 +11,094	+117%	+$222K	0.46%	77
2023 Q2	$1.02M	Sell	9,500 -12,721	-57%	-$241K	1.1%	24
2023 Q1	$411K	Hold	22,221	–	–	0.5%	69
2022 Q4	$389K	Buy	22,221 +375	+2%	+$6.97K	0.47%	73
2022 Q3	$370K	Hold	21,846	–	–	0.55%	63
2022 Q2	$424K	Sell	21,846 -1,436	-6%	-$30.4K	0.58%	62
2022 Q1	$488K	Hold	23,282	–	–	0.53%	71
2021 Q4	$488K	Buy	+23,282	New	+$503K	0.55%	68

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

1620 Investment Advisors's FSK Position: Q3 2025 in Review

1620 Investment Advisors sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 18,422 shares — an estimated $382K sold.

1620 Investment Advisors first reported a position in FSK in Q4 2021 and held it in 15 quarters. The position peaked at $1.02M in Q2 2023. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

1620 Investment Advisors reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
1620 Investment Advisors sold 18,422 FS KKR Capital shares in Q3 2025, an estimated $382K.
1620 Investment Advisors first reported a position in FS KKR Capital in Q4 2021 and held it in 15 quarters.
1620 Investment Advisors's FS KKR Capital position peaked at $1.02M in Q2 2023.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on 1620 Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.