WE
FSK icon

Wealth Effects’s FS KKR Capital FSK Stock Holding History

Wealth Effects’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 		– Sell
-16,100
Closed -$240K – 221
2025
Q3 		$240K Buy
16,100
+200
+1% +$3.79K 0.08% 182
2025
Q2 		$330K Sell
15,900
-2,350
-13% -$47.9K 0.12% 137
2025
Q1 		$382K Sell
18,250
-5,610
-24% -$125K 0.16% 118
2024
Q4 		$518K Buy
23,860
+320
+1% +$6.71K 0.18% 107
2024
Q3 		$464K Sell
23,540
-13,610
-37% -$270K 0.16% 114
2024
Q2 		$733K Buy
37,150
+350
+1% +$6.88K 0.27% 75
2024
Q1 		$702K Sell
36,800
-650
-2% -$12.9K 0.26% 81
2023
Q4 		$748K Buy
37,450
+50
+0.1% +$982 0.28% 82
2023
Q3 		$736K Buy
37,400
+1,800
+5% +$36K 0.36% 63
2023
Q2 		$683K Buy
35,600
+3,400
+11% +$64.3K 0.3% 71
2023
Q1 		$596K Buy
32,200
+5,175
+19% +$98.1K 0.31% 74
2022
Q4 		$473K Buy
27,025
+625
+2% +$11.6K 0.27% 86
2022
Q3 		$447K Buy
+26,400
New +$551K 0.27% 86

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
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
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

Wealth Effects's FSK Position: Q4 2025 in Review

Wealth Effects sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 16,100 shares — an estimated $240K sold.

Wealth Effects first reported a position in FSK in Q3 2022 and held it in 13 quarters. The position peaked at $748K in Q4 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Wealth Effects reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Wealth Effects sold 16,100 FS KKR Capital shares in Q4 2025, an estimated $240K.
  • Wealth Effects first reported a position in FS KKR Capital in Q3 2022 and held it in 13 quarters.
  • Wealth Effects's FS KKR Capital position peaked at $748K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Wealth Effects's 13F filing for Q4 2025, filed 26 Jan 2026.