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Total Investment Management’s FS KKR Capital FSK Stock Holding History

Total Investment Management’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
-517
Closed -$10.7K – 365
2025
Q2 		$10.7K Buy
+517
New +$10.5K ﹤0.01% 334

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $4.79B AUM 26.21% 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 $38.8B AUM 21.88% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Total Investment Management's FSK Position: Q3 2025 in Review

Total Investment Management sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 517 shares — an estimated $10.7K sold.

Total Investment Management first reported a position in FSK in Q2 2025 and held it in 1 quarter. The position peaked at $10.7K in Q2 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Total Investment Management reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 517 FS KKR Capital shares in Q3 2025, an estimated $10.7K.
  • Total Investment Management first reported a position in FS KKR Capital in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's FS KKR Capital position peaked at $10.7K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.