Plan Group Financial’s FS KKR Capital FSK Stock Holding History

Plan Group Financial’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	-24,585	Closed	-$510K	–	187
2025 Q2	$510K	Sell	24,585 -4,912	-17%	-$100K	0.17%	105
2025 Q1	$618K	Buy	+29,497	New	+$659K	0.22%	86
2023 Q4	–	Sell	-17,148	Closed	-$338K	–	76
2023 Q3	$338K	Buy	+17,148	New	+$343K	0.24%	49

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

Plan Group Financial's FSK Position: Q3 2025 in Review

Plan Group Financial sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 24,585 shares — an estimated $510K sold.

Plan Group Financial first reported a position in FSK in Q3 2023 and held it in 3 quarters. The position peaked at $618K in Q1 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Plan Group Financial reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
Plan Group Financial sold 24,585 FS KKR Capital shares in Q3 2025, an estimated $510K.
Plan Group Financial first reported a position in FS KKR Capital in Q3 2023 and held it in 3 quarters.
Plan Group Financial's FS KKR Capital position peaked at $618K in Q1 2025.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Plan Group Financial's 13F filing for Q3 2025, filed 27 Oct 2025.