TWM
FSK icon

Tradition Wealth Management’s FS KKR Capital FSK Stock Holding History

Tradition Wealth 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
-14,647
Closed -$304K – 497
2025
Q2 		$304K Sell
14,647
-3,100
-17% -$63.2K 0.02% 351
2025
Q1 		$372K Hold
17,747
– – 0.03% 295
2024
Q4 		$385K Buy
17,747
+186
+1% +$3.9K 0.03% 287
2024
Q3 		$346K Sell
17,561
-631
-3% -$12.5K 0.03% 299
2024
Q2 		$359K Sell
18,192
-2,840
-14% -$55.8K 0.03% 284
2024
Q1 		$401K Sell
21,032
-4,942
-19% -$97.8K 0.04% 253
2023
Q4 		$519K Sell
25,974
-2,406
-8% -$47.3K 0.05% 185
2023
Q3 		$559K Sell
28,380
-7,186
-20% -$144K 0.07% 159
2023
Q2 		$682K Sell
35,566
-12,219
-26% -$231K 0.08% 146
2023
Q1 		$884K Sell
47,785
-12,220
-20% -$232K 0.11% 122
2022
Q4 		$1.05M Sell
60,005
-12,019
-17% -$223K 0.15% 103
2022
Q3 		$1.22M Sell
72,024
-6,181
-8% -$129K 0.18% 91
2022
Q2 		$1.52M Buy
78,205
+4,841
+7% +$103K 0.22% 81
2022
Q1 		$1.67M Sell
73,364
-2,038
-3% -$45.2K 0.21% 97
2021
Q4 		$1.58M Buy
75,402
+3,212
+4% +$69.4K 0.2% 101
2021
Q3 		$1.59M Buy
72,190
+8,078
+13% +$178K 0.23% 98
2021
Q2 		$1.38M Buy
64,112
+63,182
+6,794% +$1.35M 0.21% 106
2021
Q1 		$18K Hold
930
– – ﹤0.01% 650
2020
Q4 		$15K Buy
+930
New +$15.5K ﹤0.01% 644

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 $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Legal & General Group London, United Kingdom $480B AUM 42.84% 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

Tradition Wealth Management's FSK Position: Q3 2025 in Review

Tradition Wealth Management sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 14,647 shares — an estimated $304K sold.

Tradition Wealth Management first reported a position in FSK in Q4 2020 and held it in 19 quarters. The position peaked at $1.67M in Q1 2022. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Tradition Wealth Management reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 14,647 FS KKR Capital shares in Q3 2025, an estimated $304K.
  • Tradition Wealth Management first reported a position in FS KKR Capital in Q4 2020 and held it in 19 quarters.
  • Tradition Wealth Management's FS KKR Capital position peaked at $1.67M in Q1 2022.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.