Oregon Pacific Wealth Management’s FS KKR Capital FSK Stock Holding History

Oregon Pacific Wealth Management’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	-13,025	Closed	-$270K	–	145
2025 Q2	$270K	Sell	13,025 -200	-2%	-$4.08K	0.26%	103
2025 Q1	$277K	Hold	13,225	–	–	0.28%	95
2024 Q4	$287K	Buy	+13,225	New	+$277K	0.28%	95

Other funds holding FSK

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Oregon Pacific Wealth Management's FSK Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 13,025 shares — an estimated $270K sold.

Oregon Pacific Wealth Management first reported a position in FSK in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 13,025 FS KKR Capital shares in Q3 2025, an estimated $270K.
Oregon Pacific Wealth Management first reported a position in FS KKR Capital in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's FS KKR Capital position peaked at $287K in Q4 2024.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.