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AMG National Trust Bank’s KKR & Co KKR Stock Holding History

AMG National Trust Bank’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
Q2 		– Sell
-1,860
Closed -$215K – 464
2025
Q1 		$215K Sell
1,860
-325
-15% -$44.7K 0.01% 419
2024
Q4 		$323K Buy
2,185
+106
+5% +$15.6K 0.01% 385
2024
Q3 		$271K Buy
+2,079
New +$246K 0.01% 399
2024
Q2 		– Sell
-2,252
Closed -$227K – 453
2024
Q1 		$227K Buy
+2,252
New +$207K 0.01% 405

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AMG National Trust Bank's KKR Position: Q2 2025 in Review

AMG National Trust Bank sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 1,860 shares — an estimated $215K sold.

AMG National Trust Bank first reported a position in KKR in Q1 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • AMG National Trust Bank reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • AMG National Trust Bank sold 1,860 KKR & Co shares in Q2 2025, an estimated $215K.
  • AMG National Trust Bank first reported a position in KKR & Co in Q1 2024 and held it in 4 quarters.
  • AMG National Trust Bank's KKR & Co position peaked at $323K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on AMG National Trust Bank's 13F filing for Q2 2025, filed 4 Aug 2025.