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Arlington Trust’s KKR & Co KKR Stock Holding History

Arlington Trust’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
-235
Closed -$30.5K – 543
2025
Q3 		$30.5K Buy
235
+31
+15% +$4.4K 0.01% 405
2025
Q2 		$27.1K Buy
204
+4
+2% +$468 0.01% 414
2025
Q1 		$23.1K Buy
200
+168
+525% +$23.1K ﹤0.01% 447
2024
Q4 		$4.73K Buy
+32
New +$4.7K ﹤0.01% 516
2023
Q4 		– Sell
-419
Closed -$25.8K – 934
2023
Q3 		$25.8K Buy
+419
New +$25.4K 0.01% 167

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arlington Trust's KKR Position: Q4 2025 in Review

Arlington Trust sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 235 shares — an estimated $30.5K sold.

Arlington Trust first reported a position in KKR in Q3 2023 and held it in 5 quarters. The position peaked at $30.5K in Q3 2025. 1,408 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Arlington Trust reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 235 KKR & Co shares in Q4 2025, an estimated $30.5K.
  • Arlington Trust first reported a position in KKR & Co in Q3 2023 and held it in 5 quarters.
  • Arlington Trust's KKR & Co position peaked at $30.5K in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.