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LGL Partners’s FS KKR Capital FSK Stock Holding History

LGL 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
Q1 		– Sell
-226,640
Closed -$4.92M – 72
2024
Q4 		$4.92M Hold
226,640
– – 0.71% 16
2024
Q3 		$4.47M Buy
226,640
+4,691
+2% +$93.2K 0.63% 17
2024
Q2 		$4.38M Hold
221,949
– – 0.64% 18
2024
Q1 		$4.23M Hold
221,949
– – 0.71% 15
2023
Q4 		$4.43M Hold
221,949
– – 0.61% 20
2023
Q3 		$4.37M Hold
221,949
– – 0.77% 18
2023
Q2 		$4.26M Buy
+221,949
New +$4.2M 0.73% 19
2016
Q3 		– Sell
-50,000
Closed -$1.83M – 100
2016
Q2 		$1.83M Hold
50,000
– – 1% 25
2016
Q1 		$1.83M Hold
50,000
– – 0.94% 24
2015
Q4 		$1.8M Buy
+50,000
New +$1.93M 0.98% 27

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LGL Partners's FSK Position: Q1 2025 in Review

LGL Partners sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 226,640 shares — an estimated $4.92M sold.

LGL Partners first reported a position in FSK in Q4 2015 and held it in 10 quarters. The position peaked at $4.92M in Q4 2024. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • LGL Partners reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 226,640 FS KKR Capital shares in Q1 2025, an estimated $4.92M.
  • LGL Partners first reported a position in FS KKR Capital in Q4 2015 and held it in 10 quarters.
  • LGL Partners's FS KKR Capital position peaked at $4.92M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.