BAMCO Inc
KKR icon

BAMCO Inc’s KKR & Co KKR Stock Holding History

BAMCO Inc’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 		$21.6M Sell
233,268
-13,083
-5% -$1.38M 0.07% 189
2025
Q4 		$31.4M Buy
246,351
+28,091
+13% +$3.49M 0.09% 175
2025
Q3 		$28.4M Buy
218,260
+55,664
+34% +$7.9M 0.08% 189
2025
Q2 		$21.6M Buy
162,596
+4,488
+3% +$525K 0.06% 199
2025
Q1 		$18.3M Buy
158,108
+35,298
+29% +$4.86M 0.05% 208
2024
Q4 		$18.2M Buy
122,810
+4,856
+4% +$712K 0.05% 206
2024
Q3 		$15.4M Buy
117,954
+110,554
+1,494% +$13.1M 0.04% 221
2024
Q2 		$779K Buy
+7,400
New +$753K ﹤0.01% 311

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
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