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 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

Advisor Resource Council's FSK Position: Q2 2025 in Review

Advisor Resource Council sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 25,270 shares — an estimated $529K sold.

Advisor Resource Council first reported a position in FSK in Q2 2021 and held it in 6 quarters. The position peaked at $955K in Q4 2021. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

Advisor Resource Council reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 25,270 FS KKR Capital shares in Q2 2025, an estimated $529K.
Advisor Resource Council first reported a position in FS KKR Capital in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's FS KKR Capital position peaked at $955K in Q4 2021.
526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.