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Allworth Financial’s KKR & Co KKR Stock Holding History

Allworth Financial’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
11,466
-3,750
-25% -$364K ﹤0.01% 726
2026
Q1 		$1.41M Buy
15,216
+6,740
+80% +$710K 0.01% 614
2025
Q4 		$1.08M Buy
8,476
+1,645
+24% +$205K ﹤0.01% 681
2025
Q3 		$888K Buy
6,831
+416
+6% +$59.1K ﹤0.01% 704
2025
Q2 		$853K Buy
6,415
+1,272
+25% +$149K ﹤0.01% 685
2025
Q1 		$582K Buy
5,143
+199
+4% +$27.4K ﹤0.01% 648
2024
Q4 		$798K Buy
4,944
+2,266
+85% +$332K ﹤0.01% 584
2024
Q3 		$350K Buy
2,678
+191
+8% +$22.6K ﹤0.01% 675
2024
Q2 		$286K Buy
2,487
+1,441
+138% +$147K ﹤0.01% 710
2024
Q1 		$105K Buy
1,046
+56
+6% +$5.15K ﹤0.01% 1004
2023
Q4 		$82K Sell
990
-420
-30% -$28.4K ﹤0.01% 1017
2023
Q3 		$86.9K Buy
1,410
+81
+6% +$4.92K ﹤0.01% 933
2023
Q2 		$74.4K Buy
1,329
+272
+26% +$14.2K ﹤0.01% 996
2023
Q1 		$55.5K Buy
1,057
+524
+98% +$28.1K ﹤0.01% 1039
2022
Q4 		$24.7K Buy
+533
New +$26K ﹤0.01% 1264
2022
Q2 		– Sell
-473
Closed -$28K – 2596
2022
Q1 		$28K Buy
+473
New +$29.8K ﹤0.01% 1109

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allworth Financial's KKR Position: Q2 2026 in Review

Allworth Financial reduced its KKR & Co (KKR) stake by 25% in Q2 2026, selling an estimated $364K and leaving 11,466 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Allworth Financial first reported a position in KKR in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Allworth Financial held 11,466 shares of KKR & Co worth $1.05M as of Q2 2026.
  • Allworth Financial sold 3,750 KKR & Co shares in Q2 2026, an estimated $364K.
  • KKR & Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #726 holding.
  • Allworth Financial first reported a position in KKR & Co in Q1 2022 and has held it in 16 quarters since.
  • Allworth Financial's KKR & Co position peaked at $1.41M in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.