Almanack Investment Partners’s FS KKR Capital FSK Stock Holding History

Almanack Investment Partners’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	-35,024	Closed	-$734K	–	213
2025 Q1	$734K	Hold	35,024	–	–	0.15%	74
2024 Q4	$761K	Sell	35,024 -15,552	-31%	-$326K	0.12%	92
2024 Q3	$998K	Buy	50,576 +1,048	+2%	+$20.8K	0.16%	76
2024 Q2	$977K	Buy	49,528 +36,445	+279%	+$716K	0.16%	74
2024 Q1	$249K	Hold	13,083	–	–	0.04%	158
2023 Q4	$261K	Hold	13,083	–	–	0.05%	137
2023 Q3	$258K	Hold	13,083	–	–	0.05%	132
2023 Q2	$251K	Buy	+13,083	New	+$248K	0.04%	147

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

Almanack Investment Partners's FSK Position: Q2 2025 in Review

Almanack Investment Partners sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 35,024 shares — an estimated $734K sold.

Almanack Investment Partners first reported a position in FSK in Q2 2023 and held it in 8 quarters. The position peaked at $998K in Q3 2024. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

Almanack Investment Partners reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
Almanack Investment Partners sold 35,024 FS KKR Capital shares in Q2 2025, an estimated $734K.
Almanack Investment Partners first reported a position in FS KKR Capital in Q2 2023 and held it in 8 quarters.
Almanack Investment Partners's FS KKR Capital position peaked at $998K in Q3 2024.
526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.