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

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

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

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

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

GAM

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

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Legend Financial Advisors's FSK Position: Q3 2025 in Review

Legend Financial Advisors sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 97 shares — an estimated $2.01K sold.

Legend Financial Advisors first reported a position in FSK in Q3 2022 and held it in 11 quarters. The position peaked at $2.11K in Q4 2024. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Legend Financial Advisors reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 97 FS KKR Capital shares in Q3 2025, an estimated $2.01K.
Legend Financial Advisors first reported a position in FS KKR Capital in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's FS KKR Capital position peaked at $2.11K in Q4 2024.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.