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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return