AC
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Apella Capital’s FS KKR Capital FSK Stock Holding History

Apella Capital’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
Q4 		– Sell
-12,640
Closed -$187K – 534
2025
Q3 		$187K Sell
12,640
-3,790
-23% -$71.7K ﹤0.01% 461
2025
Q2 		$348K Buy
16,430
+122
+0.7% +$2.49K 0.01% 331
2025
Q1 		$319K Buy
16,308
+117
+0.7% +$2.62K 0.01% 294
2024
Q4 		$352K Buy
16,191
+229
+1% +$4.8K 0.01% 268
2024
Q3 		$317K Buy
15,962
+1,997
+14% +$39.7K 0.01% 267
2024
Q2 		$280K Buy
13,965
+119
+0.9% +$2.34K 0.01% 269
2024
Q1 		$267K Sell
13,846
-4,903
-26% -$97K 0.01% 256
2023
Q4 		$392K Sell
18,749
-694
-4% -$13.6K 0.02% 207
2023
Q3 		$383K Buy
19,443
+913
+5% +$18.3K 0.03% 186
2023
Q2 		$355K Buy
+18,530
New +$351K 0.03% 196
2022
Q4 		$347K Buy
19,823
+90
+0.5% +$1.67K 0.03% 178
2022
Q3 		$334K Buy
19,733
+80
+0.4% +$1.67K 0.04% 164
2022
Q2 		$382K Buy
19,653
+1,560
+9% +$33.1K 0.05% 164
2022
Q1 		$413K Buy
18,093
+65
+0.4% +$1.44K 0.06% 142
2021
Q4 		$378K Buy
18,028
+63
+0.4% +$1.36K 0.05% 145
2021
Q3 		$396K Hold
17,965
– – 0.06% 143
2021
Q2 		$386K Buy
+17,965
New +$385K 0.06% 156

Other funds holding FSK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Apella Capital's FSK Position: Q4 2025 in Review

Apella Capital sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 12,640 shares — an estimated $187K sold.

Apella Capital first reported a position in FSK in Q2 2021 and held it in 17 quarters. The position peaked at $413K in Q1 2022. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Apella Capital reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Apella Capital sold 12,640 FS KKR Capital shares in Q4 2025, an estimated $187K.
  • Apella Capital first reported a position in FS KKR Capital in Q2 2021 and held it in 17 quarters.
  • Apella Capital's FS KKR Capital position peaked at $413K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Apella Capital's 13F filing for Q4 2025, filed 21 Jan 2026.