WA
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WESPAC Advisors’s FS KKR Capital FSK Stock Holding History

WESPAC Advisors’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
-36,957
Closed -$767K – 191
2025
Q2 		$767K Buy
36,957
+2,364
+7% +$48.2K 0.54% 71
2025
Q1 		$725K Buy
34,593
+1,235
+4% +$27.6K 0.59% 69
2024
Q4 		$725K Buy
33,358
+8,913
+36% +$187K 0.53% 73
2024
Q3 		$482K Buy
24,445
+6,778
+38% +$135K 0.36% 93
2024
Q2 		$349K Sell
17,667
-14,807
-46% -$291K 0.27% 118
2024
Q1 		$619K Buy
32,474
+7,135
+28% +$141K 0.36% 95
2023
Q4 		$506K Sell
25,339
-1,424
-5% -$28K 0.35% 92
2023
Q3 		$527K Buy
+26,763
New +$535K 0.39% 84

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

WESPAC Advisors's FSK Position: Q3 2025 in Review

WESPAC Advisors sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 36,957 shares — an estimated $767K sold.

WESPAC Advisors first reported a position in FSK in Q3 2023 and held it in 8 quarters. The position peaked at $767K in Q2 2025. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • WESPAC Advisors reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors sold 36,957 FS KKR Capital shares in Q3 2025, an estimated $767K.
  • WESPAC Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 8 quarters.
  • WESPAC Advisors's FS KKR Capital position peaked at $767K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.