Pinnacle Wealth Planning Services’s FS KKR Capital FSK Stock Holding History

Pinnacle Wealth Planning Services’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	-62,500	Closed	-$1.36M	–	408
2024 Q4	$1.36M	Hold	62,500	–	–	0.2%	60
2024 Q3	$1.23M	Hold	62,500	–	–	0.17%	81
2024 Q2	$1.23M	Hold	62,500	–	–	0.18%	81
2024 Q1	$1.19M	Sell	62,500 -339,515	-84%	-$6.72M	0.17%	86
2023 Q4	$8.03M	Hold	402,015	–	–	1.26%	11
2023 Q3	$7.92M	Hold	402,015	–	–	1.3%	12
2023 Q2	$7.71M	Hold	402,015	–	–	1.25%	12
2023 Q1	$7.44M	Buy	402,015 +27,500	+7%	+$521K	1.24%	11
2022 Q4	$6.55M	Hold	374,515	–	–	1.16%	13
2022 Q3	$6.35M	Buy	374,515 +135,500	+57%	+$2.83M	1.17%	15
2022 Q2	$4.64M	Buy	239,015 +55,000	+30%	+$1.17M	0.83%	19
2022 Q1	$4.2M	Buy	184,015 +47,830	+35%	+$1.06M	0.77%	23
2021 Q4	$2.85M	Buy	136,185 +45,000	+49%	+$972K	0.56%	33
2021 Q3	$2.01M	Hold	91,185	–	–	0.44%	43
2021 Q2	$1.96M	Buy	+91,185	New	+$1.95M	0.46%	45

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 Wealth Planning Services's FSK Position: Q1 2025 in Review

Pinnacle Wealth Planning Services sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 62,500 shares — an estimated $1.36M sold.

Pinnacle Wealth Planning Services first reported a position in FSK in Q2 2021 and held it in 15 quarters. The position peaked at $8.03M in Q4 2023. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

Pinnacle Wealth Planning Services reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 62,500 FS KKR Capital shares in Q1 2025, an estimated $1.36M.
Pinnacle Wealth Planning Services first reported a position in FS KKR Capital in Q2 2021 and held it in 15 quarters.
Pinnacle Wealth Planning Services's FS KKR Capital position peaked at $8.03M in Q4 2023.
536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2025, filed 15 May 2025.