Acorn Financial Advisory Services’s FS KKR Capital FSK Stock Holding History

Acorn Financial Advisory 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 Q2	–	Sell	-10,356	Closed	-$217K	–	201
2025 Q1	$217K	Hold	10,356	–	–	0.04%	177
2024 Q4	$225K	Hold	10,356	–	–	0.04%	189
2024 Q3	$204K	Sell	10,356 -1,630	-14%	-$32.4K	0.04%	196
2024 Q2	$236K	Hold	11,986	–	–	0.04%	182
2024 Q1	$229K	Sell	11,986 -694	-5%	-$13.7K	0.04%	185
2023 Q4	$254K	Buy	12,680 +408	+3%	+$8.02K	0.04%	214
2023 Q3	$242K	Sell	12,272 -1,235	-9%	-$24.7K	0.04%	217
2023 Q2	$260K	Hold	13,507	–	–	0.05%	208
2023 Q1	$250K	Hold	13,507	–	–	0.05%	198
2022 Q4	$237K	Hold	13,507	–	–	0.05%	196
2022 Q3	$229K	Hold	13,507	–	–	0.05%	187
2022 Q2	$263K	Sell	13,507 -1,432	-10%	-$30.4K	0.06%	175
2022 Q1	$341K	Hold	14,939	–	–	0.07%	171
2021 Q4	$313K	Hold	14,939	–	–	0.06%	179
2021 Q3	$330K	Sell	14,939 -1,080	-7%	-$23.8K	0.1%	164
2021 Q2	$344K	Buy	+16,019	New	+$343K	0.1%	178
2020 Q2	–	Sell	-5,158	Closed	-$62K	–	188
2020 Q1	$62K	Sell	5,158 -1,258	-20%	-$26.9K	0.06%	160
2019 Q4	$157K	Buy	+6,416	New	+$153K	0.13%	159

Other funds holding FSK

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

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

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

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

CWA

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acorn Financial Advisory Services's FSK Position: Q2 2025 in Review

Acorn Financial Advisory Services sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 10,356 shares — an estimated $217K sold.

Acorn Financial Advisory Services first reported a position in FSK in Q4 2019 and held it in 18 quarters. The position peaked at $344K in Q2 2021. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

Acorn Financial Advisory Services reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 10,356 FS KKR Capital shares in Q2 2025, an estimated $217K.
Acorn Financial Advisory Services first reported a position in FS KKR Capital in Q4 2019 and held it in 18 quarters.
Acorn Financial Advisory Services's FS KKR Capital position peaked at $344K in Q2 2021.
526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2025, filed 28 Jul 2025.