James Reed Financial Services’s FS KKR Capital FSK Stock Holding History

James Reed 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
2025 Q3	–	Sell	-15,828	Closed	-$328K	–	18
2025 Q2	$328K	Hold	15,828	–	–	0.3%	14
2025 Q1	$332K	Hold	15,828	–	–	0.37%	12
2024 Q4	$344K	Buy	+15,828	New	+$332K	0.36%	11
2022 Q3	$268K	Hold	15,828	–	–	0.4%	11
2022 Q2	$307K	Hold	15,828	–	–	0.43%	11
2022 Q1	$361K	Hold	15,828	–	–	0.41%	11
2021 Q4	$331K	Buy	+15,828	New	+$342K	0.31%	12

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

CWA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

James Reed Financial Services's FSK Position: Q3 2025 in Review

James Reed Financial Services sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 15,828 shares — an estimated $328K sold.

James Reed Financial Services first reported a position in FSK in Q4 2021 and held it in 7 quarters. The position peaked at $361K in Q1 2022. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

James Reed Financial Services reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
James Reed Financial Services sold 15,828 FS KKR Capital shares in Q3 2025, an estimated $328K.
James Reed Financial Services first reported a position in FS KKR Capital in Q4 2021 and held it in 7 quarters.
James Reed Financial Services's FS KKR Capital position peaked at $361K in Q1 2022.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on James Reed Financial Services's 13F filing for Q3 2025, filed 16 Oct 2025.