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Bay Harbor Wealth Management’s KKR & Co KKR Stock Holding History

Bay Harbor Wealth Management’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 		$5.42K Buy
59
+36
+157% +$3.49K ﹤0.01% 406
2026
Q1 		$2.13K Sell
23
-11
-32% -$1.16K ﹤0.01% 554
2025
Q4 		$4.33K Buy
34
+10
+42% +$1.24K ﹤0.01% 317
2025
Q3 		$3.12K Buy
24
+10
+71% +$1.42K ﹤0.01% 288
2025
Q2 		$1.86K Buy
14
+4
+40% +$468 ﹤0.01% 323
2025
Q1 		$1.16K Buy
+10
New +$1.38K ﹤0.01% 269

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

Bay Harbor Wealth Management's KKR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its KKR & Co (KKR) stake by 157% in Q2 2026, buying an estimated $3.49K and bringing the position to 59 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Bay Harbor Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bay Harbor Wealth Management held 59 shares of KKR & Co worth $5.42K as of Q2 2026.
  • Bay Harbor Wealth Management bought 36 KKR & Co shares in Q2 2026, an estimated $3.49K.
  • KKR & Co made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Bay Harbor Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.