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Edge Capital Group’s FS KKR Capital FSK Stock Holding History

Edge Capital 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
2024
Q4 		$10.9M Sell
110
-499,753
-100% -$10.5M 0.48% 45
2024
Q3 		$9.86M Hold
499,863
– – 0.44% 50
2024
Q2 		$9.86M Hold
499,863
– – 0.48% 50
2024
Q1 		$9.53M Hold
499,863
– – 0.47% 49
2023
Q4 		$9.98M Buy
+499,863
New +$9.82M 0.56% 42

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Edge Capital Group's FSK Position: Q4 2024 in Review

Edge Capital Group reduced its FS KKR Capital (FSK) stake by 100% in Q4 2024, selling an estimated $10.5M and leaving 110 shares worth $10.9M. The position accounts for 0.48% of the portfolio, ranked #45.

Edge Capital Group first reported a position in FSK in Q4 2023 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Edge Capital Group held 110 shares of FS KKR Capital worth $10.9M as of Q4 2024.
  • Edge Capital Group sold 499,753 FS KKR Capital shares in Q4 2024, an estimated $10.5M.
  • FS KKR Capital made up 0.48% of Edge Capital Group's portfolio in Q4 2024, its #45 holding.
  • Edge Capital Group first reported a position in FS KKR Capital in Q4 2023 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.