AWM
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Accredited Wealth Management’s FS KKR Capital FSK Stock Holding History

Accredited Wealth Management’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 		$26.2K Buy
1,279
+29
+2% +$549 0.02% 182
2025
Q2 		$26K Buy
1,250
+700
+127% +$14.3K 0.02% 182
2025
Q1 		$11.6K Buy
550
+50
+10% +$1.12K 0.01% 227
2024
Q4 		$10.9K Buy
+500
New +$10.5K 0.01% 241

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 $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
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 5.02% 1-Year Est. Return

Accredited Wealth Management's FSK Position: Q3 2025 in Review

Accredited Wealth Management increased its FS KKR Capital (FSK) stake by 2.3% in Q3 2025, buying an estimated $549 and bringing the position to 1,279 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #182.

Accredited Wealth Management first reported a position in FSK in Q4 2024 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Accredited Wealth Management held 1,279 shares of FS KKR Capital worth $26.2K as of Q3 2025.
  • Accredited Wealth Management bought 29 FS KKR Capital shares in Q3 2025, an estimated $549.
  • FS KKR Capital made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #182 holding.
  • Accredited Wealth Management first reported a position in FS KKR Capital in Q4 2024 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.