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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 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 $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Stephens Consulting's FSK Position: Q4 2025 in Review

Stephens Consulting held its FS KKR Capital (FSK) position steady in Q4 2025 at 568 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Stephens Consulting first reported a position in FSK in Q4 2021 and has held it in 17 quarters since. The position peaked at $13K in Q1 2022. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Stephens Consulting held 568 shares of FS KKR Capital worth $8.38K as of Q4 2025.
Stephens Consulting left its FS KKR Capital share count unchanged in Q4 2025.
FS KKR Capital made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #250 holding.
Stephens Consulting first reported a position in FS KKR Capital in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's FS KKR Capital position peaked at $13K in Q1 2022.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.