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Brass Tax Wealth Management’s FS KKR Capital FSK Stock Holding History

Brass Tax 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 		$502K Buy
33,593
+3,058
+10% +$57.9K 0.08% 120
2025
Q2 		$634K Buy
+30,535
New +$622K 0.12% 90

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 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 $43.3B AUM 29.3% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Brass Tax Wealth Management's FSK Position: Q3 2025 in Review

Brass Tax Wealth Management increased its FS KKR Capital (FSK) stake by 10% in Q3 2025, buying an estimated $57.9K and bringing the position to 33,593 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #120.

Brass Tax Wealth Management first reported a position in FSK in Q2 2025 and has held it in 2 quarters since. The position peaked at $634K in Q2 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Brass Tax Wealth Management held 33,593 shares of FS KKR Capital worth $502K as of Q3 2025.
  • Brass Tax Wealth Management bought 3,058 FS KKR Capital shares in Q3 2025, an estimated $57.9K.
  • FS KKR Capital made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #120 holding.
  • Brass Tax Wealth Management first reported a position in FS KKR Capital in Q2 2025 and has held it in 2 quarters since.
  • Brass Tax Wealth Management's FS KKR Capital position peaked at $634K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.