Wealthspire Advisors (New York)’s FS KKR Capital FSK Stock Holding History

Wealthspire Advisors (New York)’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	-11,792	Closed	-$176K	–	1713
2025 Q3	$176K	Buy	+11,792	New	+$223K	﹤0.01%	837

Other funds holding FSK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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 $432B AUM 29.4% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s FSK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 11,792 shares — an estimated $176K sold.

Wealthspire Advisors (New York) first reported a position in FSK in Q3 2025 and held it in 1 quarter. The position peaked at $176K in Q3 2025. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 11,792 FS KKR Capital shares in Q4 2025, an estimated $176K.
Wealthspire Advisors (New York) first reported a position in FS KKR Capital in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s FS KKR Capital position peaked at $176K in Q3 2025.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.