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Legend Financial Advisors’s FS KKR Capital FSK Stock Holding History

Legend Financial Advisors’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
-97
Closed -$2.01K – 81
2025
Q2 		$2.01K Buy
+97
New +$1.98K ﹤0.01% 157
2025
Q1 		– Sell
-97
Closed -$2.11K – 109
2024
Q4 		$2.11K Hold
97
– – ﹤0.01% 194
2024
Q3 		$1.91K Hold
97
– – ﹤0.01% 143
2024
Q2 		$1.91K Hold
97
– – ﹤0.01% 230
2024
Q1 		$1.85K Hold
97
– – ﹤0.01% 177
2023
Q4 		$1.94K Hold
97
– – ﹤0.01% 178
2023
Q3 		$1.91K Hold
97
– – ﹤0.01% 179
2023
Q2 		$1.86K Hold
97
– – ﹤0.01% 199
2023
Q1 		$1.79K Hold
97
– – ﹤0.01% 211
2022
Q4 		$1.7K Hold
97
– – ﹤0.01% 225
2022
Q3 		$1.64K Buy
+97
New +$2.02K ﹤0.01% 210

Other funds holding FSK

Commonwealth Equity Services
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return