Union Savings Bank’s FS KKR Capital FSK Stock Holding History

Union Savings Bank’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 Q2	–	Sell	-217	Closed	-$4.55K	–	293
2025 Q1	$4.55K	Buy	+217	New	+$4.85K	﹤0.01%	287

Other funds holding FSK

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Union Savings Bank's FSK Position: Q2 2025 in Review

Union Savings Bank sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 217 shares — an estimated $4.55K sold.

Union Savings Bank first reported a position in FSK in Q1 2025 and held it in 1 quarter. The position peaked at $4.55K in Q1 2025. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

Union Savings Bank reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
Union Savings Bank sold 217 FS KKR Capital shares in Q2 2025, an estimated $4.55K.
Union Savings Bank first reported a position in FS KKR Capital in Q1 2025 and held it in 1 quarter.
Union Savings Bank's FS KKR Capital position peaked at $4.55K in Q1 2025.
527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.