MFG
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Mendota Financial Group’s FS KKR Capital FSK Stock Holding History

Mendota Financial Group’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
-731
Closed -$15.9K – 188
2024
Q4 		$15.9K Hold
731
– – 0.01% 220
2024
Q3 		$14.4K Hold
731
– – 0.01% 229
2024
Q2 		$14.4K Hold
731
– – 0.01% 217
2024
Q1 		$13.9K Hold
731
– – 0.01% 226
2023
Q4 		$14.6K Hold
731
– – 0.01% 259
2023
Q3 		$14.4K Hold
731
– – 0.02% 182
2023
Q2 		$14K Hold
731
– – 0.02% 183
2023
Q1 		$16.7K Hold
731
– – 0.02% 199
2022
Q4 		$12.8K Buy
+731
New +$13.6K 0.02% 196

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

Mendota Financial Group's FSK Position: Q1 2025 in Review

Mendota Financial Group sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 731 shares — an estimated $15.9K sold.

Mendota Financial Group first reported a position in FSK in Q4 2022 and held it in 9 quarters. The position peaked at $16.7K in Q1 2023. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Mendota Financial Group reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 731 FS KKR Capital shares in Q1 2025, an estimated $15.9K.
  • Mendota Financial Group first reported a position in FS KKR Capital in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's FS KKR Capital position peaked at $16.7K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.