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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 $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

Gries Financial's FSK Position: Q3 2025 in Review

Gries Financial increased its FS KKR Capital (FSK) stake by 15% in Q3 2025, buying an estimated $253K and bringing the position to 103,180 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #94.

Gries Financial first reported a position in FSK in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Gries Financial held 103,180 shares of FS KKR Capital worth $1.54M as of Q3 2025.
  • Gries Financial bought 13,345 FS KKR Capital shares in Q3 2025, an estimated $253K.
  • FS KKR Capital made up 0.24% of Gries Financial's portfolio in Q3 2025, its #94 holding.
  • Gries Financial first reported a position in FS KKR Capital in Q4 2021 and has held it in 15 quarters since.
  • Gries Financial's FS KKR Capital position peaked at $1.89M in Q1 2025.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.