FSC Wealth Advisors’s FS KKR Capital FSK Stock Holding History

FSC Wealth Advisors’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	–	Sell	-314	Closed	-$6.58K	–	138
2025 Q1	$6.58K	Hold	314	–	–	﹤0.01%	214
2024 Q4	$6.82K	Hold	314	–	–	﹤0.01%	220
2024 Q3	$6.2K	Hold	314	–	–	﹤0.01%	216
2024 Q2	$6.2K	Hold	314	–	–	﹤0.01%	221
2024 Q1	$5.99K	Hold	314	–	–	﹤0.01%	219
2023 Q4	$6.27K	Hold	314	–	–	﹤0.01%	228
2023 Q3	$6.18K	Buy	+314	New	+$6.28K	0.01%	190

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FSC Wealth Advisors's FSK Position: Q2 2025 in Review

FSC Wealth Advisors sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 314 shares — an estimated $6.58K sold.

FSC Wealth Advisors first reported a position in FSK in Q3 2023 and held it in 7 quarters. The position peaked at $6.82K in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

FSC Wealth Advisors reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 314 FS KKR Capital shares in Q2 2025, an estimated $6.58K.
FSC Wealth Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's FS KKR Capital position peaked at $6.82K in Q4 2024.
527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.