CIBC Private Wealth Group
FSK icon

CIBC Private Wealth Group’s FS KKR Capital FSK Stock Holding History

CIBC Private Wealth Group’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 		$145K Sell
9,818
-3,447
-26% -$52.3K ﹤0.01% 1348
2025
Q3 		$198K Sell
13,265
-1,000
-7% -$18.9K ﹤0.01% 1183
2025
Q2 		$296K Buy
14,265
+516
+4% +$10.5K ﹤0.01% 981
2025
Q1 		$247K Sell
13,749
-974
-7% -$21.8K ﹤0.01% 1010
2024
Q4 		$315K Hold
14,723
– – ﹤0.01% 1002
2024
Q3 		$290K Buy
14,723
+504
+4% +$10K ﹤0.01% 1032
2024
Q2 		$287K Hold
14,219
– – ﹤0.01% 964
2024
Q1 		$270K Sell
14,219
-250
-2% -$4.95K ﹤0.01% 1010
2023
Q4 		$289K Buy
14,469
+4,120
+40% +$80.9K ﹤0.01% 947
2023
Q3 		$204K Buy
+10,349
New +$207K ﹤0.01% 1002
2022
Q2 		– Sell
-8,826
Closed -$201K – 1232
2022
Q1 		$201K Buy
+8,826
New +$196K ﹤0.01% 956
2020
Q3 		– Sell
-17,127
Closed -$240K – 885
2020
Q2 		$240K Buy
+17,127
New +$241K ﹤0.01% 582

Other funds holding FSK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

CIBC Private Wealth Group's FSK Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its FS KKR Capital (FSK) stake by 26% in Q4 2025, selling an estimated $52.3K and leaving 9,818 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

CIBC Private Wealth Group first reported a position in FSK in Q2 2020 and has held it in 12 quarters since. The position peaked at $315K in Q4 2024. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • CIBC Private Wealth Group held 9,818 shares of FS KKR Capital worth $145K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,447 FS KKR Capital shares in Q4 2025, an estimated $52.3K.
  • FS KKR Capital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1348 holding.
  • CIBC Private Wealth Group first reported a position in FS KKR Capital in Q2 2020 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's FS KKR Capital position peaked at $315K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.