360 Financial’s FS KKR Capital FSK Stock Holding History

360 Financial’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	-10,406	Closed	-$216K	–	88
2025 Q2	$216K	Hold	10,406	–	–	0.07%	81
2025 Q1	$218K	Sell	10,406 -12,236	-54%	-$274K	0.08%	70
2024 Q4	$492K	Sell	22,642 -7,715	-25%	-$162K	0.18%	47
2024 Q3	$599K	Buy	30,357 +99	+0.3%	+$1.97K	0.22%	44
2024 Q2	$597K	Sell	30,258 -729	-2%	-$14.3K	0.23%	41
2024 Q1	$591K	Buy	30,987 +97	+0.3%	+$1.92K	0.23%	40
2023 Q4	$617K	Sell	30,890 -3,667	-11%	-$72K	0.27%	37
2023 Q3	$676K	Buy	34,557 +183	+0.5%	+$3.66K	0.42%	29
2023 Q2	$659K	Sell	34,374 -848	-2%	-$16K	0.34%	38
2023 Q1	$652K	Buy	35,222 +17,295	+96%	+$328K	0.34%	39
2022 Q4	$304K	Hold	17,927	–	–	0.2%	61
2022 Q3	$304K	Buy	+17,927	New	+$374K	0.2%	61

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

360 Financial's FSK Position: Q3 2025 in Review

360 Financial sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 10,406 shares — an estimated $216K sold.

360 Financial first reported a position in FSK in Q3 2022 and held it in 12 quarters. The position peaked at $676K in Q3 2023. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

360 Financial reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
360 Financial sold 10,406 FS KKR Capital shares in Q3 2025, an estimated $216K.
360 Financial first reported a position in FS KKR Capital in Q3 2022 and held it in 12 quarters.
360 Financial's FS KKR Capital position peaked at $676K in Q3 2023.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on 360 Financial's 13F filing for Q3 2025, filed 12 Nov 2025.