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Exencial Wealth Advisors’s KKR & Co KKR Stock Holding History

Exencial Wealth Advisors’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
2025
Q2 		– Sell
-2,986
Closed -$345K – 507
2025
Q1 		$345K Buy
2,986
+29
+1% +$3.99K 0.01% 409
2024
Q4 		$437K Buy
+2,957
New +$434K 0.02% 384

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Exencial Wealth Advisors's KKR Position: Q2 2025 in Review

Exencial Wealth Advisors sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 2,986 shares — an estimated $345K sold.

Exencial Wealth Advisors first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $437K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Exencial Wealth Advisors reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 2,986 KKR & Co shares in Q2 2025, an estimated $345K.
  • Exencial Wealth Advisors first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Exencial Wealth Advisors's KKR & Co position peaked at $437K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Exencial Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.