Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s KKR & Co KKR Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$736K Buy
8,060
+1,541
+24% +$157K 0.02% 542
2026
Q2 		$598K Sell
6,519
-94
-1% -$9.12K 0.02% 631
2026
Q1 		$612K Sell
6,613
-605
-8% -$63.8K 0.02% 586
2025
Q4 		$920K Sell
7,218
-469
-6% -$58.3K 0.03% 473
2025
Q3 		$999K Sell
7,687
-127
-2% -$18K 0.03% 469
2025
Q2 		$1.04M Buy
7,814
+205
+3% +$24K 0.03% 446
2025
Q1 		$880K Buy
7,609
+163
+2% +$22.4K 0.03% 453
2024
Q4 		$1.1M Sell
7,446
-73
-1% -$10.7K 0.05% 298
2024
Q3 		$982K Buy
7,519
+427
+6% +$50.5K 0.03% 459
2024
Q2 		$746K Sell
7,092
-287
-4% -$29.2K 0.02% 525
2024
Q1 		$742K Buy
7,379
+3,647
+98% +$335K 0.03% 505
2023
Q4 		$303K Buy
3,732
+364
+11% +$24.6K 0.01% 712
2023
Q3 		$207K Buy
+3,368
New +$205K 0.01% 776
2016
Q1 		– Sell
-16,326
Closed -$255K – 206
2015
Q4 		$255K Buy
16,326
+1,326
+9% +$22.7K 0.11% 191
2015
Q3 		$252K Buy
+15,000
New +$319K 0.13% 155

Other funds holding KKR

Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Dynamic Advisor Solutions's KKR Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its KKR & Co (KKR) stake by 24% in Q3 2026, buying an estimated $157K and bringing the position to 8,060 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #542.

Dynamic Advisor Solutions first reported a position in KKR in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2024. 179 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Dynamic Advisor Solutions held 8,060 shares of KKR & Co worth $736K as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,541 KKR & Co shares in Q3 2026, an estimated $157K.
  • KKR & Co made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #542 holding.
  • Dynamic Advisor Solutions first reported a position in KKR & Co in Q3 2015 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's KKR & Co position peaked at $1.1M in Q4 2024.
  • 179 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.