Atticus Wealth Management’s FS KKR Capital FSK Stock Holding History

Atticus Wealth Management’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	-2,792	Closed	-$57.9K	–	355
2025 Q2	$57.9K	Hold	2,792	–	–	0.02%	302
2025 Q1	$58.5K	Hold	2,792	–	–	0.02%	219
2024 Q4	$60.6K	Hold	2,792	–	–	0.02%	226
2024 Q3	$55.1K	Hold	2,792	–	–	0.02%	233
2024 Q2	$55.1K	Sell	2,792 -1,760	-39%	-$34.6K	0.02%	226
2024 Q1	$86.8K	Buy	4,552 +562	+14%	+$11.1K	0.03%	185
2023 Q4	$79.7K	Hold	3,990	–	–	0.03%	195
2023 Q3	$78.6K	Buy	3,990 +421	+12%	+$8.42K	0.03%	198
2023 Q2	$68.5K	Buy	3,569 +26	+0.7%	+$492	0.03%	224
2023 Q1	$65.6K	Buy	3,543 +27	+0.8%	+$512	0.03%	219
2022 Q4	$61.5K	Buy	3,516 +48	+1%	+$892	0.03%	229
2022 Q3	$67K	Hold	3,468	–	–	0.03%	205
2022 Q2	$67K	Hold	3,468	–	–	0.03%	225
2022 Q1	$79K	Hold	3,468	–	–	0.03%	216
2021 Q4	$73K	Hold	3,468	–	–	0.03%	188
2021 Q3	$76K	Hold	3,468	–	–	0.03%	194
2021 Q2	$75K	Buy	+3,468	New	+$74.3K	0.03%	195

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Atticus Wealth Management's FSK Position: Q3 2025 in Review

Atticus Wealth Management sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 2,792 shares — an estimated $57.9K sold.

Atticus Wealth Management first reported a position in FSK in Q2 2021 and held it in 17 quarters. The position peaked at $86.8K in Q1 2024. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Atticus Wealth Management reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 2,792 FS KKR Capital shares in Q3 2025, an estimated $57.9K.
Atticus Wealth Management first reported a position in FS KKR Capital in Q2 2021 and held it in 17 quarters.
Atticus Wealth Management's FS KKR Capital position peaked at $86.8K in Q1 2024.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.