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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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Wealth Solutions's FSK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FS KKR Capital (FSK) stake by 79% in Q2 2025, selling an estimated $2.82M and leaving 37,505 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #740.

Atria Wealth Solutions first reported a position in FSK in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.58M in Q4 2024. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Atria Wealth Solutions held 37,505 shares of FS KKR Capital worth $780K as of Q2 2025.
  • Atria Wealth Solutions sold 138,444 FS KKR Capital shares in Q2 2025, an estimated $2.82M.
  • FS KKR Capital made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #740 holding.
  • Atria Wealth Solutions first reported a position in FS KKR Capital in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's FS KKR Capital position peaked at $4.58M in Q4 2024.
  • 526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.