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Alpine Bank Wealth Management’s KKR & Co KKR Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-204
Closed -$26.5K – 286
2025
Q3 		$26.5K Hold
204
– – ﹤0.01% 297
2025
Q2 		$27.1K Hold
204
– – ﹤0.01% 289
2025
Q1 		$23.6K Buy
+204
New +$28.1K ﹤0.01% 314

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpine Bank Wealth Management's KKR Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 204 shares — an estimated $26.5K sold.

Alpine Bank Wealth Management first reported a position in KKR in Q1 2025 and held it in 3 quarters. The position peaked at $27.1K in Q2 2025. 1,403 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 204 KKR & Co shares in Q4 2025, an estimated $26.5K.
  • Alpine Bank Wealth Management first reported a position in KKR & Co in Q1 2025 and held it in 3 quarters.
  • Alpine Bank Wealth Management's KKR & Co position peaked at $27.1K in Q2 2025.
  • 1,403 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.