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Annex Advisory Services’s FS KKR Capital FSK Stock Holding History

Annex 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
Q3 		– Sell
-12,586
Closed -$261K – 324
2025
Q2 		$261K Hold
12,586
– – 0.01% 271
2025
Q1 		$264K Buy
+12,586
New +$281K 0.01% 257

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LPL Financial
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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 $4.79B AUM 26.21% 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 $38.8B AUM 21.88% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Annex Advisory Services's FSK Position: Q3 2025 in Review

Annex Advisory Services sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 12,586 shares — an estimated $261K sold.

Annex Advisory Services first reported a position in FSK in Q1 2025 and held it in 2 quarters. The position peaked at $264K in Q1 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Annex Advisory Services reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 12,586 FS KKR Capital shares in Q3 2025, an estimated $261K.
  • Annex Advisory Services first reported a position in FS KKR Capital in Q1 2025 and held it in 2 quarters.
  • Annex Advisory Services's FS KKR Capital position peaked at $264K in Q1 2025.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.