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Clearstead Advisors’s FS KKR Capital FSK Stock Holding History

Clearstead Advisors’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
-97
Closed -$1.45K – 2927
2025
Q3 		$1.45K Hold
97
– – ﹤0.01% 2547
2025
Q2 		$2.01K Hold
97
– – ﹤0.01% 2323
2025
Q1 		$2.03K Hold
97
– – ﹤0.01% 1900
2024
Q4 		$2.11K Hold
97
– – ﹤0.01% 1836
2024
Q3 		$1.91K Hold
97
– – ﹤0.01% 1846
2024
Q2 		$1.91K Hold
97
– – ﹤0.01% 1819
2024
Q1 		$1.94K Hold
97
– – ﹤0.01% 1317
2023
Q4 		$1.94K Hold
97
– – ﹤0.01% 1290
2023
Q3 		$1.91K Buy
+97
New +$1.94K ﹤0.01% 1252

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

Clearstead Advisors's FSK Position: Q4 2025 in Review

Clearstead Advisors sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 97 shares — an estimated $1.45K sold.

Clearstead Advisors first reported a position in FSK in Q3 2023 and held it in 9 quarters. The position peaked at $2.11K in Q4 2024. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Clearstead Advisors reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 97 FS KKR Capital shares in Q4 2025, an estimated $1.45K.
  • Clearstead Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 9 quarters.
  • Clearstead Advisors's FS KKR Capital position peaked at $2.11K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.