Stephens Consulting’s FS KKR Capital FSK Stock Holding History

Stephens Consulting’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	$8.38K	Hold	568	–	–	﹤0.01%	250
2025 Q3	$8.48K	Hold	568	–	–	﹤0.01%	237
2025 Q2	$11.8K	Hold	568	–	–	﹤0.01%	314
2025 Q1	$11.9K	Hold	568	–	–	﹤0.01%	310
2024 Q4	$12.3K	Hold	568	–	–	﹤0.01%	327
2024 Q3	$11.2K	Hold	568	–	–	﹤0.01%	324
2024 Q2	$11.2K	Hold	568	–	–	﹤0.01%	323
2024 Q1	$10.8K	Hold	568	–	–	﹤0.01%	305
2023 Q4	$11.3K	Hold	568	–	–	﹤0.01%	303
2023 Q3	$11.2K	Hold	568	–	–	﹤0.01%	298
2023 Q2	$10.9K	Hold	568	–	–	﹤0.01%	299
2023 Q1	$10.5K	Hold	568	–	–	0.01%	313
2022 Q4	$9.94K	Hold	568	–	–	0.01%	300
2022 Q3	$9.63K	Hold	568	–	–	0.01%	340
2022 Q2	$11K	Hold	568	–	–	0.01%	307
2022 Q1	$13K	Hold	568	–	–	0.01%	320
2021 Q4	$11.9K	Buy	+568	New	+$12.3K	0.01%	373

Other funds holding FSK

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

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

Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return