Sandy Spring Bank’s FS KKR Capital FSK Stock Holding History

Sandy Spring Bank’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	$26.3K	Hold	1,256	–	–	﹤0.01%	688
2024 Q4	$27.3K	Hold	1,256	–	–	﹤0.01%	694
2024 Q3	$24.8K	Hold	1,256	–	–	﹤0.01%	717
2024 Q2	$24.8K	Hold	1,256	–	–	﹤0.01%	715
2024 Q1	$24K	Hold	1,256	–	–	﹤0.01%	711
2023 Q4	$25.1K	Hold	1,256	–	–	﹤0.01%	677
2023 Q3	$24.7K	Hold	1,256	–	–	﹤0.01%	672
2023 Q2	$24.1K	Hold	1,256	–	–	﹤0.01%	683
2023 Q1	$23.2K	Hold	1,256	–	–	﹤0.01%	672
2022 Q4	$22K	Hold	1,256	–	–	﹤0.01%	680
2022 Q3	$21K	Buy	+1,256	New	+$26.2K	﹤0.01%	664

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

Sandy Spring Bank's FSK Position: Q1 2025 in Review

Sandy Spring Bank held its FS KKR Capital (FSK) position steady in Q1 2025 at 1,256 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Sandy Spring Bank first reported a position in FSK in Q3 2022 and has held it in 11 quarters since. The position peaked at $27.3K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

Sandy Spring Bank held 1,256 shares of FS KKR Capital worth $26.3K as of Q1 2025.
Sandy Spring Bank left its FS KKR Capital share count unchanged in Q1 2025.
FS KKR Capital made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #688 holding.
Sandy Spring Bank first reported a position in FS KKR Capital in Q3 2022 and has held it in 11 quarters since.
Sandy Spring Bank's FS KKR Capital position peaked at $27.3K in Q4 2024.
536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.