Cerity Partners
FSK icon

Cerity Partners’s FS KKR Capital FSK Stock Holding History

Cerity Partners’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
2026
Q1 		$1.63M Sell
160,272
-18,911
-11% -$237K ﹤0.01% 1593
2025
Q4 		$2.65M Buy
+179,183
New +$2.72M ﹤0.01% 1249
2025
Q2 		– Sell
-15,441
Closed -$324K – 2685
2025
Q1 		$324K Sell
15,441
-2
-0% -$45 ﹤0.01% 1988
2024
Q4 		$335K Sell
15,443
-15,633
-50% -$328K ﹤0.01% 1977
2024
Q3 		$613K Buy
31,076
+19,087
+159% +$379K ﹤0.01% 1658
2024
Q2 		$237K Buy
11,989
+478
+4% +$9.39K ﹤0.01% 1943
2024
Q1 		$220K Hold
11,511
– – ﹤0.01% 2059
2023
Q4 		$230K Buy
+11,511
New +$226K ﹤0.01% 1660
2023
Q3 		– Sell
-13,836
Closed -$265K – 1509
2023
Q2 		$265K Buy
13,836
+2,325
+20% +$44K ﹤0.01% 1434
2023
Q1 		$213K Buy
11,511
+140
+1% +$2.65K ﹤0.01% 1684
2022
Q4 		$199K Buy
11,371
+133
+1% +$2.47K ﹤0.01% 1345
2022
Q3 		$190K Buy
11,238
+116
+1% +$2.42K ﹤0.01% 1061
2022
Q2 		$216K Sell
11,122
-5,611
-34% -$119K ﹤0.01% 1053
2022
Q1 		$382K Sell
16,733
-14,778
-47% -$328K 0.01% 658
2021
Q4 		$660K Buy
31,511
+92
+0.3% +$1.99K 0.01% 522
2021
Q3 		$692K Hold
31,419
– – 0.02% 415
2021
Q2 		$676K Buy
31,419
+18,146
+137% +$389K 0.01% 421
2021
Q1 		$263K Hold
13,273
– – 0.01% 590
2020
Q4 		$220K Hold
13,273
– – 0.01% 576
2020
Q3 		$211K Buy
+13,273
New +$207K 0.01% 457

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $253M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return