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Annis Gardner Whiting Capital Advisors’s FS KKR Capital FSK Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-1,100
Closed -$23.1K – 1341
2025
Q1 		$23.1K Hold
1,100
– – 0.01% 435
2024
Q4 		$23.9K Buy
1,100
+500
+83% +$10.5K 0.01% 421
2024
Q3 		$12.5K Sell
600
-324
-35% -$6.44K ﹤0.01% 527
2024
Q2 		$18.9K Buy
924
+11
+1% +$216 0.01% 578
2024
Q1 		$18.1K Buy
913
+313
+52% +$6.19K 0.01% 573
2023
Q4 		$12.4K Hold
600
– – 0.01% 456
2023
Q3 		$12.2K Buy
+600
New +$12K 0.01% 443

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

Annis Gardner Whiting Capital Advisors's FSK Position: Q2 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 1,100 shares — an estimated $23.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FSK in Q3 2023 and held it in 7 quarters. The position peaked at $23.9K in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,100 FS KKR Capital shares in Q2 2025, an estimated $23.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 7 quarters.
  • Annis Gardner Whiting Capital Advisors's FS KKR Capital position peaked at $23.9K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.