AAS
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Ameritas Advisory Services’s KKR & Co KKR Stock Holding History

Ameritas Advisory Services’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
Q1 		– Sell
-4,262
Closed -$543K – 1115
2025
Q4 		$543K Buy
4,262
+2,693
+172% +$335K 0.02% 534
2025
Q3 		$204K Sell
1,569
-86
-5% -$12.2K 0.01% 611
2025
Q2 		$220K Sell
1,655
-2,694
-62% -$315K 0.01% 707
2025
Q1 		$547K Buy
4,349
+289
+7% +$39.8K 0.02% 549
2024
Q4 		$600K Buy
4,060
+2,168
+115% +$318K 0.02% 540
2024
Q3 		$247K Sell
1,892
-2,049
-52% -$242K 0.01% 742
2024
Q2 		$415K Buy
3,941
+260
+7% +$26.5K 0.02% 636
2024
Q1 		$366K Sell
3,681
-4,438
-55% -$408K 0.02% 644
2023
Q4 		$787K Buy
8,119
+1,400
+21% +$94.8K 0.04% 338
2023
Q3 		$398K Buy
6,719
+2,275
+51% +$138K 0.02% 557
2023
Q2 		$244K Sell
4,444
-17,454
-80% -$914K 0.03% 470
2023
Q1 		$1.15M Sell
21,898
-1,557
-7% -$83.6K 0.06% 293
2022
Q4 		$1.09M Buy
23,455
+3,305
+16% +$161K 0.05% 330
2022
Q3 		$866K Buy
20,150
+975
+5% +$49.3K 0.05% 310
2022
Q2 		$888K Buy
19,175
+8,900
+87% +$467K 0.05% 310
2022
Q1 		$601K Buy
10,275
+3,320
+48% +$209K 0.02% 454
2021
Q4 		$518K Buy
+6,955
New +$513K 0.02% 495

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VCM
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Principal Financial Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return