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

Ritholtz 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 		– Sell
-11,659
Closed -$174K – 1141
2025
Q3 		$174K Sell
11,659
-6,945
-37% -$131K ﹤0.01% 994
2025
Q2 		$386K Sell
18,604
-3,746
-17% -$76.3K 0.01% 713
2025
Q1 		$468K Sell
22,350
-1,646
-7% -$36.8K 0.01% 612
2024
Q4 		$521K Buy
23,996
+2,250
+10% +$47.2K 0.02% 551
2024
Q3 		$429K Sell
21,746
-2,992
-12% -$59.4K 0.01% 603
2024
Q2 		$488K Buy
24,738
+4,079
+20% +$80.2K 0.02% 536
2024
Q1 		$394K Buy
20,659
+4,633
+29% +$91.7K 0.01% 571
2023
Q4 		$320K Buy
+16,026
New +$315K 0.01% 589
2022
Q2 		– Sell
-9,534
Closed -$218K – 561
2022
Q1 		$218K Buy
+9,534
New +$211K 0.01% 493
2021
Q4 		– Sell
-9,534
Closed -$210K – 563
2021
Q3 		$210K Hold
9,534
– – 0.01% 457
2021
Q2 		$205K Buy
+9,534
New +$204K 0.01% 452

Other funds holding FSK

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

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

Ritholtz Wealth Management sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 11,659 shares — an estimated $174K sold.

Ritholtz Wealth Management first reported a position in FSK in Q2 2021 and held it in 11 quarters. The position peaked at $521K in Q4 2024. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,659 FS KKR Capital shares in Q4 2025, an estimated $174K.
  • Ritholtz Wealth Management first reported a position in FS KKR Capital in Q2 2021 and held it in 11 quarters.
  • Ritholtz Wealth Management's FS KKR Capital position peaked at $521K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.