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Bank of Jackson Hole Trust’s KKR & Co KKR Stock Holding History

Bank of Jackson Hole 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
Q3 		– Sell
-58
Closed -$7.72K – 458
2025
Q2 		$7.72K Sell
58
-122
-68% -$14.3K ﹤0.01% 388
2025
Q1 		$24.4K Buy
180
+168
+1,400% +$23.1K 0.02% 296
2024
Q4 		$1.77K Buy
+12
New +$1.76K ﹤0.01% 486

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Jackson Hole Trust's KKR Position: Q3 2025 in Review

Bank of Jackson Hole Trust sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 58 shares — an estimated $7.72K sold.

Bank of Jackson Hole Trust first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $24.4K in Q1 2025. 1,377 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Bank of Jackson Hole Trust reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 58 KKR & Co shares in Q3 2025, an estimated $7.72K.
  • Bank of Jackson Hole Trust first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
  • Bank of Jackson Hole Trust's KKR & Co position peaked at $24.4K in Q1 2025.
  • 1,377 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q3 2025, filed 31 Oct 2025.