AIFS
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A&I Financial Services’s FS KKR Capital FSK Stock Holding History

A&I Financial Services’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
-9,838
Closed -$204K – 78
2025
Q2 		$204K Sell
9,838
-500
-5% -$10.2K 0.12% 73
2025
Q1 		$217K Hold
10,338
– – 0.15% 67
2024
Q4 		$225K Buy
+10,338
New +$217K 0.22% 64
2019
Q3 		$256K Buy
10,969
+3,871
+55% +$90.8K 0.38% 20
2019
Q2 		$169K Buy
7,098
+3,547
+100% +$87.2K 0.28% 23
2019
Q1 		$86K Hold
3,551
– – 0.16% 17
2018
Q4 		$74K Buy
3,551
+100
+3% +$2.49K 0.13% 20
2018
Q3 		$97K Hold
3,451
– – 0.24% 17
2018
Q2 		$101K Sell
3,451
-3,045
-47% -$92.9K 0.2% 20
2018
Q1 		$188K Buy
6,496
+1,500
+30% +$44.6K 0.46% 15
2017
Q4 		$147K Buy
+4,996
New +$161K 0.29% 26

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Generali Asset Management
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCLA Investment Management
CCLA Investment Management London, United Kingdom $6.23B AUM

A&I Financial Services's FSK Position: Q3 2025 in Review

A&I Financial Services sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 9,838 shares — an estimated $204K sold.

A&I Financial Services first reported a position in FSK in Q4 2017 and held it in 11 quarters. The position peaked at $256K in Q3 2019. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • A&I Financial Services reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • A&I Financial Services sold 9,838 FS KKR Capital shares in Q3 2025, an estimated $204K.
  • A&I Financial Services first reported a position in FS KKR Capital in Q4 2017 and held it in 11 quarters.
  • A&I Financial Services's FS KKR Capital position peaked at $256K in Q3 2019.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on A&I Financial Services's 13F filing for Q3 2025, filed 23 Oct 2025.