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Bleakley Financial Group’s KKR & Co KKR Stock Holding History

Bleakley Financial Group’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 		$3.12M Buy
33,974
+3,151
+10% +$306K 0.04% 359
2026
Q1 		$2.85M Buy
30,823
+2,562
+9% +$270K 0.04% 313
2025
Q4 		$3.6M Sell
28,261
-11,740
-29% -$1.46M 0.06% 238
2025
Q3 		$5.2M Sell
40,001
-917
-2% -$130K 0.12% 152
2025
Q2 		$5.44M Buy
40,918
+2,928
+8% +$343K 0.14% 141
2025
Q1 		$4.39M Buy
37,990
+340
+0.9% +$46.8K 0.14% 139
2024
Q4 		$5.57M Sell
37,650
-2,074
-5% -$304K 0.17% 103
2024
Q3 		$5.19M Buy
39,724
+11,913
+43% +$1.41M 0.16% 111
2024
Q2 		$2.93M Sell
27,811
-409
-1% -$41.6K 0.08% 214
2024
Q1 		$2.84M Sell
28,220
-7,917
-22% -$728K 0.08% 233
2023
Q4 		$2.99M Sell
36,137
-476
-1% -$32.2K 0.1% 200
2023
Q3 		$2.26M Sell
36,613
-3,324
-8% -$202K 0.08% 229
2023
Q2 		$2.24M Sell
39,937
-21,567
-35% -$1.13M 0.07% 247
2023
Q1 		$3.23M Sell
61,504
-11,015
-15% -$591K 0.11% 174
2022
Q4 		$3.37M Buy
+72,519
New +$3.53M 0.12% 162

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

Bleakley Financial Group's KKR Position: Q2 2026 in Review

Bleakley Financial Group increased its KKR & Co (KKR) stake by 10% in Q2 2026, buying an estimated $306K and bringing the position to 33,974 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #359.

Bleakley Financial Group first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.57M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bleakley Financial Group held 33,974 shares of KKR & Co worth $3.12M as of Q2 2026.
  • Bleakley Financial Group bought 3,151 KKR & Co shares in Q2 2026, an estimated $306K.
  • KKR & Co made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #359 holding.
  • Bleakley Financial Group first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's KKR & Co position peaked at $5.57M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.