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Pinnacle Family Advisors’s FS KKR Capital FSK Stock Holding History

Pinnacle Family 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
Q2 		– Sell
-9,807
Closed -$205K – 126
2025
Q1 		$205K Sell
9,807
-444
-4% -$9.93K 0.11% 108
2024
Q4 		$223K Sell
10,251
-55
-0.5% -$1.15K 0.11% 103
2024
Q3 		$203K Sell
10,306
-138
-1% -$2.74K 0.11% 115
2024
Q2 		$206K Buy
10,444
+17
+0.2% +$334 0.11% 105
2024
Q1 		$199K Sell
10,427
-654
-6% -$12.9K 0.11% 100
2023
Q4 		$221K Sell
11,081
-347
-3% -$6.82K 0.13% 90
2023
Q3 		$225K Sell
11,428
-571
-5% -$11.4K 0.13% 81
2023
Q2 		$230K Sell
11,999
-586
-5% -$11.1K 0.12% 91
2023
Q1 		$233K Sell
12,585
-373
-3% -$7.07K 0.14% 89
2022
Q4 		$227K Sell
12,958
-2,437
-16% -$45.3K 0.16% 85
2022
Q3 		$261K Sell
15,395
-857
-5% -$17.9K 0.23% 70
2022
Q2 		$316K Sell
16,252
-245
-1% -$5.19K 0.26% 68
2022
Q1 		$376K Sell
16,497
-626
-4% -$13.9K 0.2% 81
2021
Q4 		$359K Buy
17,123
+38
+0.2% +$821 0.16% 77
2021
Q3 		$377K Buy
17,085
+908
+6% +$20K 0.17% 85
2021
Q2 		$348K Buy
+16,177
New +$346K 0.15% 90

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pinnacle Family Advisors's FSK Position: Q2 2025 in Review

Pinnacle Family Advisors sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 9,807 shares — an estimated $205K sold.

Pinnacle Family Advisors first reported a position in FSK in Q2 2021 and held it in 16 quarters. The position peaked at $377K in Q3 2021. 526 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Pinnacle Family Advisors reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 9,807 FS KKR Capital shares in Q2 2025, an estimated $205K.
  • Pinnacle Family Advisors first reported a position in FS KKR Capital in Q2 2021 and held it in 16 quarters.
  • Pinnacle Family Advisors's FS KKR Capital position peaked at $377K in Q3 2021.
  • 526 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Pinnacle Family Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.