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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

Other funds holding FSK

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Bard Associates's FSK Position: Q4 2025 in Review

Bard Associates sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 92,918 shares — an estimated $1.43M sold.

Bard Associates first reported a position in FSK in Q3 2021 and held it in 17 quarters. The position peaked at $3.87M in Q1 2022. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Bard Associates reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Bard Associates sold 92,918 FS KKR Capital shares in Q4 2025, an estimated $1.43M.
  • Bard Associates first reported a position in FS KKR Capital in Q3 2021 and held it in 17 quarters.
  • Bard Associates's FS KKR Capital position peaked at $3.87M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Bard Associates's 13F filing for Q4 2025, filed 13 Feb 2026.