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Cary Street Partners Investment Advisory’s FS KKR Capital FSK Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-300
Closed -$6.29K – 598
2025
Q1 		$6.29K Hold
300
– – ﹤0.01% 508
2024
Q4 		$6.52K Buy
+300
New +$6.29K ﹤0.01% 458
2020
Q4 		– Sell
-371
Closed -$6K – 534
2020
Q3 		$6K Buy
+371
New +$5.79K ﹤0.01% 823

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Morgan Stanley
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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 $5.53B AUM 35.1% 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 $44.6B AUM 28.94% 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

Cary Street Partners Investment Advisory's FSK Position: Q2 2025 in Review

Cary Street Partners Investment Advisory sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 300 shares — an estimated $6.29K sold.

Cary Street Partners Investment Advisory first reported a position in FSK in Q3 2020 and held it in 3 quarters. The position peaked at $6.52K in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Cary Street Partners Investment Advisory reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 300 FS KKR Capital shares in Q2 2025, an estimated $6.29K.
  • Cary Street Partners Investment Advisory first reported a position in FS KKR Capital in Q3 2020 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's FS KKR Capital position peaked at $6.52K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.