GWN Securities’s FS KKR Capital FSK Stock Holding History

GWN Securities’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 Q1	–	Sell	-27,654	Closed	-$626K	–	727
2024 Q4	$626K	Buy	+27,654	New	+$580K	0.17%	129

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

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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

GWN Securities's FSK Position: Q1 2025 in Review

GWN Securities sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 27,654 shares — an estimated $626K sold.

GWN Securities first reported a position in FSK in Q4 2024 and held it in 1 quarter. The position peaked at $626K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

GWN Securities reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 27,654 FS KKR Capital shares in Q1 2025, an estimated $626K.
GWN Securities first reported a position in FS KKR Capital in Q4 2024 and held it in 1 quarter.
GWN Securities's FS KKR Capital position peaked at $626K in Q4 2024.
536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.