OPS
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Orion Portfolio Solutions’s FS KKR Capital FSK Stock Holding History

Orion Portfolio Solutions’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
Q1 		$796K Sell
38,007
-4,289
-10% -$95.9K 0.01% 1200
2024
Q4 		$919K Sell
42,296
-13,077
-24% -$274K 0.01% 1099
2024
Q3 		$1.09M Sell
55,373
-7,928
-13% -$158K 0.01% 1012
2024
Q2 		$1.25M Buy
63,301
+363
+0.6% +$7.13K 0.01% 881
2024
Q1 		$1.2M Buy
62,938
+20,230
+47% +$400K 0.01% 903
2023
Q4 		$889K Sell
42,708
-1,806
-4% -$35.5K 0.01% 1000
2023
Q3 		$876K Sell
44,514
-7,955
-15% -$159K 0.01% 983
2023
Q2 		$1.01M Buy
52,469
+3,198
+6% +$60.5K 0.01% 955
2023
Q1 		$912K Buy
49,271
+19,697
+67% +$373K 0.01% 914
2022
Q4 		$518K Buy
29,574
+6,774
+30% +$126K 0.02% 489
2022
Q3 		$386K Buy
22,800
+747
+3% +$15.6K 0.02% 501
2022
Q2 		$428K Sell
22,053
-214
-1% -$4.54K 0.02% 438
2022
Q1 		$508K Sell
22,267
-1,937
-8% -$42.9K 0.02% 420
2021
Q4 		$507K Sell
24,204
-354
-1% -$7.65K 0.02% 421
2021
Q3 		$541K Sell
24,558
-5,068
-17% -$112K 0.02% 374
2021
Q2 		$637K Buy
+29,626
New +$635K 0.03% 313
2020
Q3 		– Sell
-8,387
Closed -$117K – 1005
2020
Q2 		$117K Buy
8,387
+1,147
+16% +$16.2K 0.01% 514
2020
Q1 		$87K Hold
7,240
– – 0.01% 471
2019
Q4 		$178K Buy
+7,240
New +$173K 0.01% 327

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Orion Portfolio Solutions's FSK Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its FS KKR Capital (FSK) stake by 10% in Q1 2025, selling an estimated $95.9K and leaving 38,007 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #1200.

Orion Portfolio Solutions first reported a position in FSK in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.25M in Q2 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Orion Portfolio Solutions held 38,007 shares of FS KKR Capital worth $796K as of Q1 2025.
  • Orion Portfolio Solutions sold 4,289 FS KKR Capital shares in Q1 2025, an estimated $95.9K.
  • FS KKR Capital made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1200 holding.
  • Orion Portfolio Solutions first reported a position in FS KKR Capital in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's FS KKR Capital position peaked at $1.25M in Q2 2024.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.