HBC Financial Services’s FS KKR Capital FSK Stock Holding History

HBC Financial Services’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 Q4	$17K	Hold	815	–	–	0.01%	101
2024 Q3	$16K	Hold	815	–	–	0.01%	106
2024 Q2	$16K	Hold	815	–	–	0.01%	101
2024 Q1	$15K	Hold	815	–	–	0.01%	99
2023 Q4	$16K	Hold	815	–	–	0.01%	100
2023 Q3	$16K	Hold	815	–	–	0.01%	99
2023 Q2	$16K	Hold	815	–	–	0.01%	95
2023 Q1	$15K	Hold	815	–	–	0.01%	122
2022 Q4	$14K	Hold	815	–	–	0.01%	100
2022 Q3	$13K	Hold	815	–	–	0.01%	104
2022 Q2	$16K	Hold	815	–	–	0.01%	106
2022 Q1	$17K	Hold	815	–	–	0.01%	100
2021 Q4	$17K	Hold	815	–	–	0.01%	109
2021 Q3	$18K	Hold	815	–	–	0.01%	99
2021 Q2	$16K	Buy	+815	New	+$17.5K	0.01%	113

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 New York $1.66T AUM 25.57% 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

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

LSV Asset Management

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

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return