NFP Retirement Inc’s FS KKR Capital FSK Stock Holding History

NFP Retirement Inc’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	-10,795	Closed	-$224K	–	309
2025 Q2	$224K	Hold	10,795	–	–	0.01%	275
2025 Q1	$226K	Hold	10,795	–	–	0.02%	254
2024 Q4	$234K	Hold	10,795	–	–	0.02%	264
2024 Q3	$213K	Hold	10,795	–	–	0.02%	263
2024 Q2	$213K	Hold	10,795	–	–	0.02%	263
2024 Q1	$206K	Buy	+10,795	New	+$214K	0.02%	265

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

NFP Retirement Inc's FSK Position: Q3 2025 in Review

NFP Retirement Inc sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 10,795 shares — an estimated $224K sold.

NFP Retirement Inc first reported a position in FSK in Q1 2024 and held it in 6 quarters. The position peaked at $234K in Q4 2024. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

NFP Retirement Inc reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
NFP Retirement Inc sold 10,795 FS KKR Capital shares in Q3 2025, an estimated $224K.
NFP Retirement Inc first reported a position in FS KKR Capital in Q1 2024 and held it in 6 quarters.
NFP Retirement Inc's FS KKR Capital position peaked at $234K in Q4 2024.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.