IAG Wealth Partners’s FS KKR Capital FSK Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-608	Closed	-$12.7K	–	510
2025 Q1	$12.7K	Hold	608	–	–	﹤0.01%	312
2024 Q4	$13.2K	Hold	608	–	–	﹤0.01%	314
2024 Q3	$12K	Hold	608	–	–	﹤0.01%	324
2024 Q2	$12K	Hold	608	–	–	﹤0.01%	312
2024 Q1	$11.6K	Hold	608	–	–	﹤0.01%	297
2023 Q4	$12.1K	Hold	608	–	–	﹤0.01%	285
2023 Q3	$12K	Hold	608	–	–	﹤0.01%	276
2023 Q2	$11.7K	Hold	608	–	–	﹤0.01%	298
2023 Q1	$11.2K	Hold	608	–	–	﹤0.01%	296
2022 Q4	$10.6K	Sell	608 -703	-54%	-$13.1K	﹤0.01%	281
2022 Q3	$22K	Hold	1,311	–	–	0.01%	194
2022 Q2	$25K	Hold	1,311	–	–	0.01%	179
2022 Q1	$30K	Hold	1,311	–	–	0.01%	180
2021 Q4	$27K	Hold	1,311	–	–	0.01%	186
2021 Q3	$29K	Sell	1,311 -238	-15%	-$5.25K	0.01%	169
2021 Q2	$34K	Buy	+1,549	New	+$33.2K	0.01%	153
2021 Q1	–	Sell	-770	Closed	-$13K	–	374
2020 Q4	$13K	Hold	770	–	–	0.01%	213
2020 Q3	$13K	Hold	770	–	–	0.01%	197
2020 Q2	$11K	Sell	770 -1	-0.1%	-$14	0.01%	210
2020 Q1	$10K	Hold	771	–	–	0.01%	203
2019 Q4	$19K	Buy	+771	New	+$18.4K	0.01%	183

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IAG Wealth Partners's FSK Position: Q2 2025 in Review

IAG Wealth Partners sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 608 shares — an estimated $12.7K sold.

IAG Wealth Partners first reported a position in FSK in Q4 2019 and held it in 21 quarters. The position peaked at $34K in Q2 2021. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

IAG Wealth Partners reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
IAG Wealth Partners sold 608 FS KKR Capital shares in Q2 2025, an estimated $12.7K.
IAG Wealth Partners first reported a position in FS KKR Capital in Q4 2019 and held it in 21 quarters.
IAG Wealth Partners's FS KKR Capital position peaked at $34K in Q2 2021.
526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.