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SFMG Wealth Advisors’s FS KKR Capital FSK Stock Holding History

SFMG Wealth 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
Q3 		– Sell
-11,325
Closed -$235K – 309
2025
Q2 		$235K Sell
11,325
-2,574
-19% -$52.5K 0.02% 241
2025
Q1 		$291K Hold
13,899
– – 0.02% 204
2024
Q4 		$302K Sell
13,899
-113,387
-89% -$2.38M 0.02% 198
2024
Q3 		$2.51M Buy
127,286
+2,151
+2% +$42.7K 0.2% 59
2024
Q2 		$2.47M Sell
125,135
-257,048
-67% -$5.05M 0.21% 58
2024
Q1 		$7.29M Buy
382,183
+47,348
+14% +$937K 0.63% 20
2023
Q4 		$6.69M Buy
334,835
+4,472
+1% +$87.9K 0.62% 21
2023
Q3 		$6.5M Buy
330,363
+12,979
+4% +$260K 0.67% 20
2023
Q2 		$6.09M Buy
317,384
+18,008
+6% +$341K 0.63% 21
2023
Q1 		$5.54M Buy
299,376
+70,852
+31% +$1.34M 0.6% 22
2022
Q4 		$4M Sell
228,524
-782
-0.3% -$14.5K 0.44% 32
2022
Q3 		$4.03M Buy
229,306
+13,021
+6% +$272K 0.47% 29
2022
Q2 		$4.2M Buy
216,285
+9,843
+5% +$209K 0.49% 27
2022
Q1 		$4.71M Sell
206,442
-4,093
-2% -$90.7K 0.47% 29
2021
Q4 		$4.41M Buy
210,535
+8,163
+4% +$176K 0.43% 33
2021
Q3 		$4.46M Hold
202,372
– – 0.49% 24
2021
Q2 		$4.35M Buy
+202,372
New +$4.33M 0.48% 23
2018
Q2 		– Sell
-23,359
Closed -$677K – 156
2018
Q1 		$677K Sell
23,359
-4,373
-16% -$130K 0.11% 56
2017
Q4 		$815K Buy
27,732
+4,773
+21% +$153K 0.14% 53
2017
Q3 		$776K Buy
+22,959
New +$790K 0.15% 48

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $223M AUM 1.48% 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 $44.6B AUM 28.94% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

SFMG Wealth Advisors's FSK Position: Q3 2025 in Review

SFMG Wealth Advisors sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 11,325 shares — an estimated $235K sold.

SFMG Wealth Advisors first reported a position in FSK in Q3 2017 and held it in 20 quarters. The position peaked at $7.29M in Q1 2024. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • SFMG Wealth Advisors reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 11,325 FS KKR Capital shares in Q3 2025, an estimated $235K.
  • SFMG Wealth Advisors first reported a position in FS KKR Capital in Q3 2017 and held it in 20 quarters.
  • SFMG Wealth Advisors's FS KKR Capital position peaked at $7.29M in Q1 2024.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on SFMG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.