Prosperity Wealth Management’s FS KKR Capital FSK Stock Holding History

Prosperity Wealth Management’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 Q4	$415K	Sell	28,023 -19,688	-41%	-$298K	0.14%	162
2025 Q3	$712K	Buy	47,711 +11,051	+30%	+$209K	0.24%	96
2025 Q2	$761K	Buy	36,660 +7,365	+25%	+$150K	0.28%	78
2025 Q1	$614K	Buy	29,295 +3,804	+15%	+$85K	0.29%	77
2024 Q4	$554K	Buy	+25,491	New	+$535K	0.23%	85

Other funds holding FSK

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Prosperity Wealth Management's FSK Position: Q4 2025 in Review

Prosperity Wealth Management reduced its FS KKR Capital (FSK) stake by 41% in Q4 2025, selling an estimated $298K and leaving 28,023 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #162.

Prosperity Wealth Management first reported a position in FSK in Q4 2024 and has held it in 5 quarters since. The position peaked at $761K in Q2 2025. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Prosperity Wealth Management held 28,023 shares of FS KKR Capital worth $415K as of Q4 2025.
Prosperity Wealth Management sold 19,688 FS KKR Capital shares in Q4 2025, an estimated $298K.
FS KKR Capital made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #162 holding.
Prosperity Wealth Management first reported a position in FS KKR Capital in Q4 2024 and has held it in 5 quarters since.
Prosperity Wealth Management's FS KKR Capital position peaked at $761K in Q2 2025.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.