AAS
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Avantax Advisory Services’s FS KKR Capital FSK Stock Holding History

Avantax Advisory Services’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 		$9.1M Buy
438,738
+29,579
+7% +$603K 0.05% 292
2025
Q1 		$8.57M Buy
409,159
+6,423
+2% +$144K 0.05% 281
2024
Q4 		$8.75M Buy
402,736
+13,685
+4% +$287K 0.05% 263
2024
Q3 		$7.68M Buy
389,051
+19,352
+5% +$384K 0.05% 290
2024
Q2 		$7.29M Sell
369,699
-14,953
-4% -$294K 0.05% 273
2024
Q1 		$7.34M Buy
384,652
+7,723
+2% +$153K 0.07% 228
2023
Q4 		$7.53M Sell
376,929
-24,948
-6% -$490K 0.07% 206
2023
Q3 		$7.91M Sell
401,877
-42,483
-10% -$849K 0.09% 175
2023
Q2 		$8.52M Sell
444,360
-5,632
-1% -$107K 0.1% 166
2023
Q1 		$8.32M Sell
449,992
-39,770
-8% -$754K 0.1% 158
2022
Q4 		$8.57M Buy
489,762
+5,839
+1% +$109K 0.11% 146
2022
Q3 		$8.2M Sell
483,923
-102,457
-17% -$2.14M 0.13% 130
2022
Q2 		$11.4M Buy
586,380
+2,787
+0.5% +$59.1K 0.17% 90
2022
Q1 		$13.3M Buy
583,593
+28,227
+5% +$626K 0.18% 84
2021
Q4 		$11.6M Sell
555,366
-5,253
-0.9% -$114K 0.18% 91
2021
Q3 		$12.4M Buy
560,619
+12,449
+2% +$275K 0.21% 77
2021
Q2 		$11.8M Buy
548,170
+360,403
+192% +$7.72M 0.21% 77
2021
Q1 		$3.72M Sell
187,767
-4,905
-3% -$91.3K 0.08% 187
2020
Q4 		$3.2M Sell
192,672
-228,416
-54% -$3.8M 0.08% 183
2020
Q3 		$6.69M Buy
421,088
+177,256
+73% +$2.77M 0.11% 161
2020
Q2 		$3.41M Sell
243,832
-16,953
-7% -$239K 0.1% 151
2020
Q1 		$3.12M Buy
260,785
+11,340
+5% +$243K 0.09% 147
2019
Q4 		$6.11M Buy
249,445
+82,590
+49% +$1.97M 0.14% 93
2019
Q3 		$3.9M Buy
166,855
+7,195
+5% +$169K 0.16% 75
2019
Q2 		$3.81M Buy
159,660
+16,756
+12% +$412K 0.17% 73
2019
Q1 		$3.46M Buy
142,904
+6,056
+4% +$150K 0.18% 68
2018
Q4 		$2.94M Buy
+136,848
New +$3.41M 0.49% 49

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

Avantax Advisory Services's FSK Position: Q2 2025 in Review

Avantax Advisory Services increased its FS KKR Capital (FSK) stake by 7.2% in Q2 2025, buying an estimated $603K and bringing the position to 438,738 shares worth $9.1M. The position accounts for 0.05% of the portfolio, ranked #292.

Avantax Advisory Services first reported a position in FSK in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.3M in Q1 2022. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Avantax Advisory Services held 438,738 shares of FS KKR Capital worth $9.1M as of Q2 2025.
  • Avantax Advisory Services bought 29,579 FS KKR Capital shares in Q2 2025, an estimated $603K.
  • FS KKR Capital made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #292 holding.
  • Avantax Advisory Services first reported a position in FS KKR Capital in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's FS KKR Capital position peaked at $13.3M in Q1 2022.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.