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
Q2 		$15.9M Sell
173,118
-60,150
-26% -$5.83M 0.02% 227
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

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BAMCO Inc's KKR Position: Q2 2026 in Review

BAMCO Inc reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $5.83M and leaving 173,118 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #227.

BAMCO Inc first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.4M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • BAMCO Inc held 173,118 shares of KKR & Co worth $15.9M as of Q2 2026.
  • BAMCO Inc sold 60,150 KKR & Co shares in Q2 2026, an estimated $5.83M.
  • KKR & Co made up 0.02% of BAMCO Inc's portfolio in Q2 2026, its #227 holding.
  • BAMCO Inc first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
  • BAMCO Inc's KKR & Co position peaked at $31.4M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.