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Moneta Group Investment Advisors’s FS KKR Capital FSK Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-10,327
Closed -$216K – 714
2025
Q1 		$216K Buy
+10,327
New +$231K ﹤0.01% 612
2020
Q1 		– Sell
-5,057
Closed -$124K – 257
2019
Q4 		$124K Sell
5,057
-1,161
-19% -$27.7K 0.01% 253
2019
Q3 		$145K Sell
6,218
-32
-0.5% -$750 0.01% 247
2019
Q2 		$149K Sell
6,250
-3,998
-39% -$98.3K 0.01% 220
2019
Q1 		$248K Buy
10,248
+16
+0.2% +$397 0.03% 190
2018
Q4 		$212K Buy
+10,232
New +$255K 0.03% 194

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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

Moneta Group Investment Advisors's FSK Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 10,327 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in FSK in Q4 2018 and held it in 6 quarters. The position peaked at $248K in Q1 2019. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,327 FS KKR Capital shares in Q2 2025, an estimated $216K.
  • Moneta Group Investment Advisors first reported a position in FS KKR Capital in Q4 2018 and held it in 6 quarters.
  • Moneta Group Investment Advisors's FS KKR Capital position peaked at $248K in Q1 2019.
  • 526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.