GFPC
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Global Financial Private Client’s FS KKR Capital FSK Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-345
Closed -$6.54K – 697
2024
Q1 		$6.54K Hold
345
– – ﹤0.01% 496
2023
Q4 		$6.89K Hold
345
– – ﹤0.01% 493
2023
Q3 		$6.75K Hold
345
– – ﹤0.01% 480
2023
Q2 		$6.64K Hold
345
– – ﹤0.01% 475
2023
Q1 		$6.37K Hold
345
– – ﹤0.01% 488
2022
Q4 		$6.04K Hold
345
– – ﹤0.01% 473
2022
Q3 		$5.97K Hold
345
– – ﹤0.01% 454
2022
Q2 		$6.83K Hold
345
– – ﹤0.01% 432
2022
Q1 		$7.97K Hold
345
– – ﹤0.01% 432
2021
Q4 		$7.22K Buy
+345
New +$7.46K ﹤0.01% 424

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return