SFG
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Shum Financial Group’s FS KKR Capital FSK Stock Holding History

Shum Financial Group’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 		$211K Sell
10,078
-125
-1% -$2.79K 0.18% 87
2024
Q4 		$222K Sell
10,203
-830
-8% -$17.4K 0.19% 85
2024
Q3 		$224K Buy
+11,033
New +$219K 0.19% 85

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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

Shum Financial Group's FSK Position: Q1 2025 in Review

Shum Financial Group reduced its FS KKR Capital (FSK) stake by 1.2% in Q1 2025, selling an estimated $2.79K and leaving 10,078 shares worth $211K. The position accounts for 0.18% of the portfolio, ranked #87.

Shum Financial Group first reported a position in FSK in Q3 2024 and has held it in 3 quarters since. The position peaked at $224K in Q3 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Shum Financial Group held 10,078 shares of FS KKR Capital worth $211K as of Q1 2025.
  • Shum Financial Group sold 125 FS KKR Capital shares in Q1 2025, an estimated $2.79K.
  • FS KKR Capital made up 0.18% of Shum Financial Group's portfolio in Q1 2025, its #87 holding.
  • Shum Financial Group first reported a position in FS KKR Capital in Q3 2024 and has held it in 3 quarters since.
  • Shum Financial Group's FS KKR Capital position peaked at $224K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Shum Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.