Dogwood Wealth Management’s FS KKR Capital FSK Stock Holding History

Dogwood Wealth Management’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	-1	Closed	-$15	–	784
2025 Q3	$15	Hold	1	–	–	﹤0.01%	743
2025 Q2	$20	Hold	1	–	–	﹤0.01%	685
2025 Q1	$19	Hold	1	–	–	﹤0.01%	528
2024 Q4	$19	Hold	1	–	–	﹤0.01%	274
2024 Q3	$16	Sell	1 -1,114	-100%	-$22.1K	﹤0.01%	224
2024 Q2	$22K	Sell	1,115 -21,135	-95%	-$415K	0.01%	139
2024 Q1	$424K	Hold	22,250	–	–	0.29%	51
2023 Q4	$444K	Buy	+22,250	New	+$437K	0.35%	45

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Dogwood Wealth Management's FSK Position: Q4 2025 in Review

Dogwood Wealth Management sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 1 share — an estimated $15 sold.

Dogwood Wealth Management first reported a position in FSK in Q4 2023 and held it in 8 quarters. The position peaked at $444K in Q4 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Dogwood Wealth Management reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
Dogwood Wealth Management sold 1 FS KKR Capital share in Q4 2025, an estimated $15.
Dogwood Wealth Management first reported a position in FS KKR Capital in Q4 2023 and held it in 8 quarters.
Dogwood Wealth Management's FS KKR Capital position peaked at $444K in Q4 2023.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.