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Essex Savings Bank’s KKR & Co KKR Stock Holding History

Essex Savings Bank’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 		$265K Buy
2,883
+40
+1% +$3.88K 0.06% 260
2026
Q1 		$263K Buy
2,843
+32
+1% +$3.37K 0.06% 247
2025
Q4 		$358K Sell
2,811
-13
-0.5% -$1.62K 0.08% 204
2025
Q3 		$367K Sell
2,824
-9
-0.3% -$1.28K 0.08% 194
2025
Q2 		$377K Sell
2,833
-184
-6% -$21.5K 0.09% 185
2025
Q1 		$349K Buy
3,017
+223
+8% +$30.7K 0.09% 194
2024
Q4 		$413K Sell
2,794
-591
-17% -$86.7K 0.1% 168
2024
Q3 		$442K Sell
3,385
-33
-1% -$3.9K 0.11% 163
2024
Q2 		$360K Sell
3,418
-639
-16% -$65.1K 0.1% 170
2024
Q1 		$336K Hold
4,057
– – 0.1% 178
2023
Q4 		$336K Buy
+4,057
New +$275K 0.1% 177
2019
Q3 		– Sell
-1,000
Closed -$25K – 422
2019
Q2 		$25K Hold
1,000
– – 0.01% 544
2019
Q1 		$23K Hold
1,000
– – 0.01% 402
2018
Q4 		$20K Buy
+1,000
New +$22.9K 0.01% 410

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Essex Savings Bank's KKR Position: Q2 2026 in Review

Essex Savings Bank increased its KKR & Co (KKR) stake by 1.4% in Q2 2026, buying an estimated $3.88K and bringing the position to 2,883 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #260.

Essex Savings Bank first reported a position in KKR in Q4 2018 and has held it in 14 quarters since. The position peaked at $442K in Q3 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Essex Savings Bank held 2,883 shares of KKR & Co worth $265K as of Q2 2026.
  • Essex Savings Bank bought 40 KKR & Co shares in Q2 2026, an estimated $3.88K.
  • KKR & Co made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #260 holding.
  • Essex Savings Bank first reported a position in KKR & Co in Q4 2018 and has held it in 14 quarters since.
  • Essex Savings Bank's KKR & Co position peaked at $442K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.