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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

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GAM
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CWA
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Legal & General Group
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Cambridge Investment Research Advisors
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CIM
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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.