Oliver Lagore Vanvalin Investment Group’s FS KKR Capital FSK Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$18.6K	Buy	+890	New	+$18.1K	0.01%	357
2024 Q4	$19.3K	Hold	890	–	–	﹤0.01%	369
2024 Q3	$17.6K	Hold	890	–	–	﹤0.01%	358
2024 Q2	$17.6K	Hold	890	–	–	0.01%	350
2024 Q1	$17K	Hold	890	–	–	0.01%	358
2023 Q4	$17.8K	Hold	890	–	–	0.01%	333
2023 Q3	$17.5K	Sell	890 -7,738	-90%	-$155K	0.01%	356
2023 Q2	$165K	Buy	+8,628	New	+$163K	0.06%	140

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FSK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in FS KKR Capital (FSK) in Q2 2025: 890 shares worth $18.6K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FSK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FSK in Q2 2023 and has held it in 8 quarters since. The position peaked at $165K in Q2 2023. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 890 shares of FS KKR Capital worth $18.6K as of Q2 2025.
FS KKR Capital was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
FS KKR Capital made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #357 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in FS KKR Capital in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's FS KKR Capital position peaked at $165K in Q2 2023.
526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.