Atria Wealth Solutions’s FS KKR Capital FSK Stock Holding History

Atria Wealth Solutions’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	$780K	Sell	37,505 -138,444	-79%	-$2.82M	0.02%	740
2025 Q1	$3.76M	Sell	175,949 -35,135	-17%	-$785K	0.05%	420
2024 Q4	$4.58M	Sell	211,084 -720	-0.3%	-$15.1K	0.05%	378
2024 Q3	$4.26M	Buy	211,804 +2,858	+1%	+$56.8K	0.05%	388
2024 Q2	$4.19M	Buy	208,946 +13,287	+7%	+$261K	0.05%	381
2024 Q1	$3.74M	Buy	195,659 +33,876	+21%	+$670K	0.04%	423
2023 Q4	$3.28M	Buy	161,783 +4,082	+3%	+$80.2K	0.04%	438
2023 Q3	$3.15M	Buy	157,701 +25,243	+19%	+$505K	0.04%	420
2023 Q2	$2.54M	Sell	132,458 -2,048	-2%	-$38.7K	0.03%	493
2023 Q1	$2.55M	Buy	134,506 +2,003	+2%	+$38K	0.04%	458
2022 Q4	$2.38M	Sell	132,503 -6,185	-4%	-$115K	0.04%	450
2022 Q3	$2.41M	Buy	138,688 +71,645	+107%	+$1.49M	0.04%	414
2022 Q2	$1.32M	Sell	67,043 -66,587	-50%	-$1.41M	0.02%	580
2022 Q1	$3.11M	Buy	+133,630	New	+$2.96M	0.05%	358

Other funds holding FSK

Commonwealth Equity Services

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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