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Pinnacle Wealth Management Advisory Group’s FS KKR Capital FSK Stock Holding History

Pinnacle Wealth Management Advisory Group’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 – 369
2024
Q4 		$522K Buy
+24,017
New +$504K 0.05% 193
2020
Q2 		– Sell
-3,394
Closed -$41K – 179
2020
Q1 		$41K Hold
3,394
– – 0.02% 158
2019
Q4 		$83K Buy
+3,394
New +$81.1K 0.03% 187

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

Pinnacle Wealth Management Advisory Group's FSK Position: Q1 2025 in Review

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

Pinnacle Wealth Management Advisory Group first reported a position in FSK in Q4 2019 and held it in 3 quarters. The position peaked at $522K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Pinnacle Wealth Management Advisory Group reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 24,017 FS KKR Capital shares in Q1 2025, an estimated $522K.
  • Pinnacle Wealth Management Advisory Group first reported a position in FS KKR Capital in Q4 2019 and held it in 3 quarters.
  • Pinnacle Wealth Management Advisory Group'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 Wealth Management Advisory Group's 13F filing for Q1 2025, filed 7 May 2025.