BRWA
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B. Riley Wealth Advisors’s FS KKR Capital FSK Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$653K Sell
30,067
-4,785
-14% -$100K 0.02% 597
2024
Q3 		$711K Sell
34,852
-16,318
-32% -$324K 0.02% 604
2024
Q2 		$1.04M Buy
51,170
+12,386
+32% +$243K 0.03% 524
2024
Q1 		$791K Sell
38,784
-6,185
-14% -$122K 0.02% 602
2023
Q4 		$929K Buy
44,969
+6,185
+16% +$122K 0.03% 556
2023
Q3 		$791K Sell
38,784
-41,212
-52% -$824K 0.02% 602
2023
Q2 		$1.59M Sell
79,996
-1,492
-2% -$28.2K 0.04% 434
2023
Q1 		$1.56M Buy
81,488
+1,450
+2% +$27.5K 0.04% 419
2022
Q4 		$1.45M Buy
80,038
+10,349
+15% +$192K 0.04% 428
2022
Q3 		$1.18M Sell
69,689
-8,842
-11% -$184K 0.04% 454
2022
Q2 		$1.53M Sell
78,531
-6,657
-8% -$141K 0.06% 303
2022
Q1 		$1.94M Buy
85,188
+7,054
+9% +$156K 0.06% 308
2021
Q4 		$1.64M Buy
78,134
+8,240
+12% +$178K 0.05% 393
2021
Q3 		$1.54M Buy
69,894
+14,370
+26% +$317K 0.05% 402
2021
Q2 		$1.2M Buy
55,524
+20,012
+56% +$429K 0.04% 463
2021
Q1 		$705K Buy
35,512
+1,295
+4% +$24.1K 0.02% 589
2020
Q4 		$567K Sell
34,217
-3,444
-9% -$57.2K 0.03% 500
2020
Q3 		$595K Sell
37,661
-2,348
-6% -$36.6K 0.03% 474
2020
Q2 		$561K Buy
40,009
+3,448
+9% +$48.6K 0.04% 416
2020
Q1 		$439K Buy
36,561
+349
+1% +$7.47K 0.04% 428
2019
Q4 		$888K Buy
36,212
+643
+2% +$15.4K 0.08% 262
2019
Q3 		$830K Sell
35,569
-234
-0.7% -$5.49K 0.08% 257
2019
Q2 		$854K Buy
35,803
+1,151
+3% +$28.3K 0.09% 229
2019
Q1 		$839K Sell
34,652
-219,944
-86% -$5.45M 0.1% 217
2018
Q4 		$5.28M Buy
254,596
+26,486
+12% +$659K 0.75% 25
2018
Q3 		$6.43M Buy
228,110
+21,150
+10% +$646K 0.77% 20
2018
Q2 		$6.08M Buy
206,960
+77,773
+60% +$2.37M 0.8% 17
2018
Q1 		$3.75M Buy
129,187
+91,127
+239% +$2.71M 0.52% 40
2017
Q4 		$1.12M Sell
38,060
-12,971
-25% -$417K 0.15% 160
2017
Q3 		$1.73M Buy
51,031
+217
+0.4% +$7.46K 0.29% 93
2017
Q2 		$1.86M Buy
50,814
+47,064
+1,255% +$1.77M 0.34% 83
2017
Q1 		$147K Buy
3,750
+4
+0.1% +$164 0.03% 474
2016
Q4 		$155K Sell
3,746
-1,050
-22% -$41.1K 0.03% 483
2016
Q3 		$182K Sell
4,796
-1,799
-27% -$68.2K 0.04% 545
2016
Q2 		$239K Buy
6,595
+1,453
+28% +$52.6K 0.05% 478
2016
Q1 		$189K Buy
+5,142
New +$174K 0.04% 483
2015
Q4 		– Sell
-2,866
Closed -$107K – 586
2015
Q3 		$107K Buy
+2,866
New +$115K 0.03% 512
2015
Q1 		– Sell
-721
Closed -$29 – 1077
2014
Q4 		$29 Buy
+721
New +$29.8K ﹤0.01% 2375

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

B. Riley Wealth Advisors's FSK Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FS KKR Capital (FSK) stake by 14% in Q4 2024, selling an estimated $100K and leaving 30,067 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #597.

B. Riley Wealth Advisors first reported a position in FSK in Q4 2014 and has held it in 38 quarters since. The position peaked at $6.43M in Q3 2018. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • B. Riley Wealth Advisors held 30,067 shares of FS KKR Capital worth $653K as of Q4 2024.
  • B. Riley Wealth Advisors sold 4,785 FS KKR Capital shares in Q4 2024, an estimated $100K.
  • FS KKR Capital made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #597 holding.
  • B. Riley Wealth Advisors first reported a position in FS KKR Capital in Q4 2014 and has held it in 38 quarters since.
  • B. Riley Wealth Advisors's FS KKR Capital position peaked at $6.43M in Q3 2018.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.