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Bard Associates’s FS KKR Capital FSK Stock Holding History

Bard Associates’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
Q4 		– Sell
-92,918
Closed -$1.43M – 248
2025
Q3 		$1.43M Sell
92,918
-72,803
-44% -$1.38M 0.38% 73
2025
Q2 		$3.5M Sell
165,721
-2,027
-1% -$41.3K 1.13% 31
2025
Q1 		$3.58M Sell
167,748
-209
-0.1% -$4.67K 1.34% 20
2024
Q4 		$3.65M Sell
167,957
-2,802
-2% -$58.8K 1.24% 23
2024
Q3 		$3.49M Sell
170,759
-1,656
-1% -$32.9K 1.19% 23
2024
Q2 		$3.52M Sell
172,415
-814
-0.5% -$16K 1.35% 14
2024
Q1 		$3.42M Sell
173,229
-792
-0.5% -$15.7K 1.23% 19
2023
Q4 		$3.59M Sell
174,021
-1,130
-0.6% -$22.2K 1.37% 18
2023
Q3 		$3.57M Buy
175,151
+660
+0.4% +$13.2K 1.48% 15
2023
Q2 		$3.47M Sell
174,491
-1,191
-0.7% -$22.5K 1.35% 18
2023
Q1 		$3.37M Buy
175,682
+1,209
+0.7% +$22.9K 1.39% 18
2022
Q4 		$3.17M Sell
174,473
-1,097
-0.6% -$20.4K 1.36% 15
2022
Q3 		$3.09M Buy
175,570
+356
+0.2% +$7.42K 1.4% 17
2022
Q2 		$3.52M Buy
175,214
+5,555
+3% +$118K 1.51% 16
2022
Q1 		$3.87M Buy
169,659
+2,381
+1% +$52.8K 1.37% 16
2021
Q4 		$3.5M Buy
167,278
+3,816
+2% +$82.5K 1.15% 25
2021
Q3 		$3.6M Buy
+163,462
New +$3.61M 1.22% 18

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Commonwealth Equity Services
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Morgan Stanley
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OHA
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GAM
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CWA
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return