Householder Group Estate & Retirement Specialist’s FS KKR Capital FSK Stock Holding History

Householder Group Estate & Retirement Specialist’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	$15.6M	Buy	720,277 +484	+0.1%	+$10.2K	11.69%	1
2024 Q3	$14.2M	Buy	719,793 +8,386	+1%	+$167K	4.14%	1
2024 Q2	$14M	Buy	711,407 +4,177	+0.6%	+$82.1K	3.94%	2
2024 Q1	$13.5M	Buy	707,230 +9,142	+1%	+$181K	4.01%	2
2023 Q4	$13.9M	Buy	698,088 +11,938	+2%	+$235K	4.58%	1
2023 Q3	$13.5M	Buy	+686,150	New	+$13.7M	4.87%	1
2023 Q1	$12M	Buy	+649,882	New	+$12.3M	4.61%	2
2022 Q4	–	Sell	-627,957	Closed	-$10.6M	–	585
2022 Q3	$10.6M	Buy	627,957 +7,914	+1%	+$165K	4.39%	2
2022 Q2	$12M	Buy	620,043 +19,443	+3%	+$412K	5.38%	2
2022 Q1	$13.7M	Buy	600,600 +29,374	+5%	+$651K	5.52%	2
2021 Q4	$12M	Buy	+571,226	New	+$12.3M	4.46%	3

Other funds holding FSK

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

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 $377B AUM 19.32% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

CWA

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

Householder Group Estate & Retirement Specialist's FSK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its FS KKR Capital (FSK) stake by 0.07% in Q4 2024, buying an estimated $10.2K and bringing the position to 720,277 shares worth $15.6M. The position accounts for 11.69% of the portfolio, ranked #1.

Householder Group Estate & Retirement Specialist first reported a position in FSK in Q4 2021 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 720,277 shares of FS KKR Capital worth $15.6M as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 484 FS KKR Capital shares in Q4 2024, an estimated $10.2K.
FS KKR Capital made up 11.69% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1 holding.
Householder Group Estate & Retirement Specialist first reported a position in FS KKR Capital in Q4 2021 and has held it in 11 quarters since.
539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.