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

Drive 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 Q1	–	Sell	-68,512	Closed	-$1.49M	–	344
2024 Q4	$1.49M	Sell	68,512 -12,904	-16%	-$271K	0.36%	51
2024 Q3	$1.66M	Sell	81,416 -138,372	-63%	-$2.75M	0.43%	40
2024 Q2	$4.5M	Sell	219,788 -6,743	-3%	-$133K	1.21%	17
2024 Q1	$4.48M	Sell	226,531 -11,829	-5%	-$234K	1.26%	18
2023 Q4	$4.92M	Sell	238,360 -82,839	-26%	-$1.63M	1.59%	12
2023 Q3	$6.55M	Sell	321,199 -25,598	-7%	-$512K	2.39%	11
2023 Q2	$6.65M	Sell	346,797 -1,328	-0.4%	-$25.1K	2.47%	9
2023 Q1	$6.44M	Buy	348,125 +10,339	+3%	+$196K	2.7%	4
2022 Q4	$5.91M	Buy	+337,786	New	+$6.28M	2.95%	5

Other funds holding FSK

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Drive Wealth Management's FSK Position: Q1 2025 in Review

Drive Wealth Management sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 68,512 shares — an estimated $1.49M sold.

Drive Wealth Management first reported a position in FSK in Q4 2022 and held it in 9 quarters. The position peaked at $6.65M in Q2 2023. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

Drive Wealth Management reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 68,512 FS KKR Capital shares in Q1 2025, an estimated $1.49M.
Drive Wealth Management first reported a position in FS KKR Capital in Q4 2022 and held it in 9 quarters.
Drive Wealth Management's FS KKR Capital position peaked at $6.65M in Q2 2023.
537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.