MFS
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Mattson Financial Services’s FS KKR Capital FSK Stock Holding History

Mattson 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
Q1 		– Sell
-566
Closed -$11.2K – 366
2024
Q4 		$11.2K Hold
566
– – ﹤0.01% 257
2024
Q3 		$11.2K Hold
566
– – ﹤0.01% 208
2024
Q2 		$11.2K Buy
+566
New +$11.1K ﹤0.01% 208

Other funds holding FSK

Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mattson Financial Services's FSK Position: Q1 2025 in Review

Mattson Financial Services sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 566 shares — an estimated $11.2K sold.

Mattson Financial Services first reported a position in FSK in Q2 2024 and held it in 3 quarters. The position peaked at $11.2K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Mattson Financial Services reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 566 FS KKR Capital shares in Q1 2025, an estimated $11.2K.
  • Mattson Financial Services first reported a position in FS KKR Capital in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's FS KKR Capital position peaked at $11.2K in Q4 2024.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.