Gries Financial’s FS KKR Capital FSK Stock Holding History

Gries Financial’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 Q3	$1.54M	Buy	103,180 +13,345	+15%	+$253K	0.24%	94
2025 Q2	$1.86M	Sell	89,835 -577	-0.6%	-$11.8K	0.34%	68
2025 Q1	$1.89M	Buy	90,412 +17,567	+24%	+$393K	0.37%	60
2024 Q4	$1.58M	Buy	72,845 +15,625	+27%	+$328K	0.28%	90
2024 Q3	$1.13M	Buy	57,220 +13,384	+31%	+$266K	0.21%	115
2024 Q2	$865K	Buy	43,836 +21,771	+99%	+$428K	0.18%	116
2024 Q1	$421K	Buy	22,065 +7,028	+47%	+$139K	0.07%	189
2023 Q4	$300K	Hold	15,037	–	–	0.07%	170
2023 Q3	$296K	Sell	15,037 -2,672	-15%	-$53.4K	0.08%	155
2023 Q2	$340K	Sell	17,709 -6,690	-27%	-$127K	0.09%	136
2023 Q1	$451K	Sell	24,399 -2,150	-8%	-$40.8K	0.13%	120
2022 Q4	$465K	Sell	26,549 -21,665	-45%	-$403K	0.15%	109
2022 Q3	$817K	Buy	+48,214	New	+$1.01M	0.35%	84
2022 Q2	–	Sell	-64,549	Closed	-$1.47M	–	136
2022 Q1	$1.47M	Buy	64,549 +51,037	+378%	+$1.13M	0.54%	59
2021 Q4	$283K	Buy	+13,512	New	+$292K	0.12%	138

Other funds holding FSK

Commonwealth Equity Services

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

VanEck Associates

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 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

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return