FGC
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Financial Gravity Companies’s FS KKR Capital FSK Stock Holding History

Financial Gravity Companies’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
Q2 		$5.27M Buy
+253,974
New +$5.18M 1.03% 24
2024
Q4 		$5.58M Buy
256,917
+254,787
+11,962% +$5.35M 1.27% 21
2024
Q3 		$42K Buy
+2,130
New +$42.3K 0.01% 195

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Companies's FSK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in FS KKR Capital (FSK) in Q2 2025: 253,974 shares worth $5.27M. The stake represents 1.03% of the portfolio and ranks #24 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FSK as recently as Q4 2024.

Financial Gravity Companies first reported a position in FSK in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.58M in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Financial Gravity Companies held 253,974 shares of FS KKR Capital worth $5.27M as of Q2 2025.
  • FS KKR Capital was a new Financial Gravity Companies position in Q2 2025.
  • FS KKR Capital made up 1.03% of Financial Gravity Companies's portfolio in Q2 2025, its #24 holding.
  • Financial Gravity Companies first reported a position in FS KKR Capital in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's FS KKR Capital position peaked at $5.58M in Q4 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.