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Advisor Resource Council’s FS KKR Capital FSK Stock Holding History

Advisor Resource Council’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
-25,270
Closed -$529K – 326
2025
Q1 		$529K Buy
+25,270
New +$565K 0.04% 356
2024
Q1 		– Sell
-32,191
Closed -$643K – 336
2023
Q4 		$643K Buy
+32,191
New +$632K 0.07% 239
2023
Q2 		– Sell
-18,301
Closed -$338K – 200
2023
Q1 		$338K Buy
+18,301
New +$347K 0.08% 194
2022
Q3 		– Sell
-32,221
Closed -$626K – 270
2022
Q2 		$626K Buy
+32,221
New +$683K 0.06% 255
2022
Q1 		– Sell
-45,612
Closed -$955K – 323
2021
Q4 		$955K Buy
+45,612
New +$986K 0.07% 245
2021
Q3 		– Sell
-38,721
Closed -$833K – 307
2021
Q2 		$833K Buy
+38,721
New +$829K 0.09% 231

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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 $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return