Pineridge Advisors’s FS KKR Capital FSK Stock Holding History

Pineridge Advisors’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	$104K	Hold	6,988	–	–	0.03%	76
2025 Q2	$145K	Buy	6,988 +1,525	+28%	+$31.1K	0.05%	61
2025 Q1	$114K	Hold	5,463	–	–	0.04%	70
2024 Q4	$119K	Hold	5,463	–	–	0.04%	85
2024 Q3	$108K	Sell	5,463 -3,689	-40%	-$73.3K	0.04%	92
2024 Q2	$181K	Sell	9,152 -4,276	-32%	-$84K	0.06%	65
2024 Q1	$256K	Hold	13,428	–	–	0.09%	48
2023 Q4	$268K	Buy	+13,428	New	+$264K	0.09%	55

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

Pineridge Advisors's FSK Position: Q3 2025 in Review

Pineridge Advisors held its FS KKR Capital (FSK) position steady in Q3 2025 at 6,988 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #76.

Pineridge Advisors first reported a position in FSK in Q4 2023 and has held it in 8 quarters since. The position peaked at $268K in Q4 2023. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Pineridge Advisors held 6,988 shares of FS KKR Capital worth $104K as of Q3 2025.
Pineridge Advisors left its FS KKR Capital share count unchanged in Q3 2025.
FS KKR Capital made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #76 holding.
Pineridge Advisors first reported a position in FS KKR Capital in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's FS KKR Capital position peaked at $268K in Q4 2023.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.