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CreativeOne Wealth’s FS KKR Capital FSK Stock Holding History

CreativeOne Wealth’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
-12,528
Closed -$187K – 1212
2025
Q3 		$187K Sell
12,528
-1,528
-11% -$28.9K ﹤0.01% 1113
2025
Q2 		$292K Buy
+14,056
New +$286K 0.01% 925
2023
Q2 		– Sell
-10,264
Closed -$190K – 852
2023
Q1 		$190K Buy
+10,264
New +$195K 0.01% 758
2022
Q3 		– Sell
-12,019
Closed -$233K – 726
2022
Q2 		$233K Buy
12,019
+101
+0.8% +$2.14K 0.01% 634
2022
Q1 		$272K Sell
11,918
-603
-5% -$13.4K 0.01% 608
2021
Q4 		$262K Sell
12,521
-1,735
-12% -$37.5K 0.01% 630
2021
Q3 		$314K Sell
14,256
-1,343
-9% -$29.6K 0.02% 540
2021
Q2 		$335K Buy
+15,599
New +$334K 0.02% 494
2020
Q2 		– Sell
-4,535
Closed -$55K – 249
2020
Q1 		$55K Sell
4,535
-2,443
-35% -$52.3K 0.01% 193
2019
Q4 		$171K Sell
6,978
-618
-8% -$14.8K 0.03% 218
2019
Q3 		$177K Sell
7,596
-2,609
-26% -$61.2K 0.03% 175
2019
Q2 		$243K Sell
10,205
-1,254
-11% -$30.8K 0.05% 152
2019
Q1 		$278K Sell
11,459
-425
-4% -$10.5K 0.07% 103
2018
Q4 		$246K Buy
+11,884
New +$296K 0.08% 91
2018
Q3 		– Sell
-10,100
Closed -$297K – 68
2018
Q2 		$297K Buy
+10,100
New +$308K 0.13% 43

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

CreativeOne Wealth's FSK Position: Q4 2025 in Review

CreativeOne Wealth sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 12,528 shares — an estimated $187K sold.

CreativeOne Wealth first reported a position in FSK in Q2 2018 and held it in 15 quarters. The position peaked at $335K in Q2 2021. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • CreativeOne Wealth reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 12,528 FS KKR Capital shares in Q4 2025, an estimated $187K.
  • CreativeOne Wealth first reported a position in FS KKR Capital in Q2 2018 and held it in 15 quarters.
  • CreativeOne Wealth's FS KKR Capital position peaked at $335K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.