Pinnacle Associates’s FS KKR Capital FSK Stock Holding History

Pinnacle Associates’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	–	Sell	-24,017	Closed	-$522K	–	840
2024 Q4	$522K	Buy	+24,017	New	+$504K	0.01%	596

Other funds holding FSK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pinnacle Associates's FSK Position: Q1 2025 in Review

Pinnacle Associates sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 24,017 shares — an estimated $522K sold.

Pinnacle Associates first reported a position in FSK in Q4 2024 and held it in 1 quarter. The position peaked at $522K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

Pinnacle Associates reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 24,017 FS KKR Capital shares in Q1 2025, an estimated $522K.
Pinnacle Associates first reported a position in FS KKR Capital in Q4 2024 and held it in 1 quarter.
Pinnacle Associates's FS KKR Capital position peaked at $522K in Q4 2024.
536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.