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Financial Advocates Investment Management’s FS KKR Capital FSK Stock Holding History

Financial Advocates Investment 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
-13,386
Closed -$291K – 743
2024
Q4 		$291K Buy
13,386
+1,024
+8% +$21.5K 0.02% 601
2024
Q3 		$244K Buy
12,362
+2,223
+22% +$44.2K 0.01% 665
2024
Q2 		$200K Buy
10,139
+48
+0.5% +$943 0.01% 674
2024
Q1 		$192K Buy
10,091
+45
+0.4% +$890 0.01% 723
2023
Q4 		$201K Sell
10,046
-1,240
-11% -$24.4K 0.01% 683
2023
Q3 		$222K Sell
11,286
-781
-6% -$15.6K 0.02% 623
2023
Q2 		$231K Sell
12,067
-2,892
-19% -$54.7K 0.02% 601
2023
Q1 		$277K Buy
14,959
+512
+4% +$9.71K 0.02% 579
2022
Q4 		$253K Buy
14,447
+222
+2% +$4.13K 0.02% 603
2022
Q3 		$339K Sell
14,225
-1,442
-9% -$30.1K 0.03% 512
2022
Q2 		$304K Sell
15,667
-4,624
-23% -$98K 0.02% 500
2022
Q1 		$463K Sell
20,291
-7,158
-26% -$159K 0.03% 462
2021
Q4 		$575K Sell
27,449
-2,619
-9% -$56.6K 0.04% 452
2021
Q3 		$663K Buy
30,068
+9,520
+46% +$210K 0.04% 406
2021
Q2 		$526K Buy
20,548
+373
+2% +$7.99K 0.04% 471
2021
Q1 		$1.3M Buy
20,175
+8,348
+71% +$155K 0.09% 255
2020
Q4 		$195K Sell
11,827
-371
-3% -$6.17K 0.01% 683
2020
Q3 		$194K Sell
12,198
-939
-7% -$14.7K 0.02% 591
2020
Q2 		$184K Sell
13,137
-6,756
-34% -$95.2K 0.02% 572
2020
Q1 		$238K Sell
19,893
-183
-0.9% -$3.92K 0.03% 402
2019
Q4 		$492K Buy
20,076
+589
+3% +$14.1K 0.05% 316
2019
Q3 		$454K Sell
19,487
-600
-3% -$14.1K 0.05% 307
2019
Q2 		$478K Sell
20,087
-3,612
-15% -$88.8K 0.06% 299
2019
Q1 		$574K Sell
23,699
-29,335
-55% -$727K 0.07% 247
2018
Q4 		$1.1M Buy
53,034
+10,157
+24% +$253K 0.15% 154
2018
Q3 		$1.21M Buy
42,877
+29,443
+219% +$900K 0.14% 165
2018
Q2 		$404K Sell
13,434
-1,741
-11% -$53.1K 0.05% 302
2018
Q1 		$440K Sell
15,175
-13,998
-48% -$417K 0.06% 282
2017
Q4 		$858K Buy
+29,173
New +$938K 0.12% 181

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Advocates Investment Management's FSK Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 13,386 shares — an estimated $291K sold.

Financial Advocates Investment Management first reported a position in FSK in Q4 2017 and held it in 29 quarters. The position peaked at $1.3M in Q1 2021. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,386 FS KKR Capital shares in Q1 2025, an estimated $291K.
  • Financial Advocates Investment Management first reported a position in FS KKR Capital in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's FS KKR Capital position peaked at $1.3M in Q1 2021.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.