Pinion Investment Advisors’s FS KKR Capital FSK Stock Holding History

Pinion Investment 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	–	Sell	-32,893	Closed	-$683K	–	172
2025 Q2	$683K	Sell	32,893 -31,581	-49%	-$644K	0.24%	81
2025 Q1	$1.35M	Buy	64,474 +36,738	+132%	+$821K	0.3%	52
2024 Q4	$602K	Buy	27,736 +2,492	+10%	+$52.3K	0.24%	76
2024 Q3	$498K	Buy	25,244 +699	+3%	+$13.9K	0.21%	94
2024 Q2	$484K	Buy	24,545 +2,596	+12%	+$51K	0.24%	81
2024 Q1	$419K	Buy	21,949 +3,804	+21%	+$75.3K	0.22%	93
2023 Q4	$362K	Buy	18,145 +1,684	+10%	+$33.1K	0.22%	100
2023 Q3	$324K	Buy	+16,461	New	+$329K	0.21%	114

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

Pinion Investment Advisors's FSK Position: Q3 2025 in Review

Pinion Investment Advisors sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 32,893 shares — an estimated $683K sold.

Pinion Investment Advisors first reported a position in FSK in Q3 2023 and held it in 8 quarters. The position peaked at $1.35M in Q1 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Pinion Investment Advisors reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
Pinion Investment Advisors sold 32,893 FS KKR Capital shares in Q3 2025, an estimated $683K.
Pinion Investment Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 8 quarters.
Pinion Investment Advisors's FS KKR Capital position peaked at $1.35M in Q1 2025.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Pinion Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.