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Semmax Financial Advisors’s FS KKR Capital FSK Stock Holding History

Semmax Financial Advisors’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
Q2 		$44.1K Hold
2,465
– – 0.01% 188
2025
Q1 		$49.1K Hold
2,465
– – 0.01% 166
2024
Q4 		$57.6K Hold
2,465
– – 0.02% 151
2024
Q3 		$51.8K Hold
2,465
– – 0.01% 149
2024
Q2 		$47.6K Buy
2,465
+88
+4% +$1.73K 0.01% 154
2024
Q1 		$47.5K Buy
2,377
+89
+4% +$1.76K 0.02% 148
2023
Q4 		$45.5K Buy
2,288
+81
+4% +$1.59K 0.02% 145
2023
Q3 		$43.6K Buy
+2,207
New +$44.1K 0.02% 127
2022
Q4 		$37K Buy
1,971
+72
+4% +$1.34K 0.01% 125
2022
Q3 		$38K Buy
1,899
+67
+4% +$1.4K 0.02% 119
2022
Q2 		$41K Buy
1,832
+106
+6% +$2.25K 0.02% 120
2022
Q1 		$39K Buy
1,726
+48
+3% +$1.06K 0.02% 137
2021
Q4 		$35K Buy
+1,678
New +$36.3K 0.01% 148

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Semmax Financial Advisors's FSK Position: Q2 2025 in Review

Semmax Financial Advisors held its FS KKR Capital (FSK) position steady in Q2 2025 at 2,465 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Semmax Financial Advisors first reported a position in FSK in Q4 2021 and has held it in 13 quarters since. The position peaked at $57.6K in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Semmax Financial Advisors held 2,465 shares of FS KKR Capital worth $44.1K as of Q2 2025.
  • Semmax Financial Advisors left its FS KKR Capital share count unchanged in Q2 2025.
  • FS KKR Capital made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #188 holding.
  • Semmax Financial Advisors first reported a position in FS KKR Capital in Q4 2021 and has held it in 13 quarters since.
  • Semmax Financial Advisors's FS KKR Capital position peaked at $57.6K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.