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Farther Finance Advisors’s KKR & Co KKR Stock Holding History

Farther Finance 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
2026
Q2 		$3.04M Buy
33,143
+359
+1% +$34.8K 0.02% 562
2026
Q1 		$3M Buy
32,784
+3,070
+10% +$324K 0.03% 495
2025
Q4 		$3.79M Buy
29,714
+3,877
+15% +$482K 0.04% 381
2025
Q3 		$3.36M Buy
25,837
+4,046
+19% +$574K 0.05% 312
2025
Q2 		$2.9M Buy
21,791
+7,070
+48% +$828K 0.06% 274
2025
Q1 		$1.73M Sell
14,721
-511
-3% -$70.3K 0.04% 338
2024
Q4 		$2.25M Buy
15,232
+3,474
+30% +$510K 0.08% 206
2024
Q3 		$1.54M Buy
11,758
+393
+3% +$46.5K 0.06% 244
2024
Q2 		$1.19M Buy
11,365
+3,458
+44% +$352K 0.06% 265
2024
Q1 		$791K Buy
7,907
+1,235
+19% +$114K 0.05% 297
2023
Q4 		$553K Buy
6,672
+615
+10% +$41.6K 0.04% 330
2023
Q3 		$373K Buy
6,057
+402
+7% +$24.4K 0.06% 253
2023
Q2 		$317K Buy
5,655
+1,388
+33% +$72.7K 0.07% 234
2023
Q1 		$224K Buy
4,267
+4,151
+3,578% +$223K 0.07% 245
2022
Q4 		$5.38K Buy
+116
New +$5.65K ﹤0.01% 1144

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

Farther Finance Advisors's KKR Position: Q2 2026 in Review

Farther Finance Advisors increased its KKR & Co (KKR) stake by 1.1% in Q2 2026, buying an estimated $34.8K and bringing the position to 33,143 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #562.

Farther Finance Advisors first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.79M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Farther Finance Advisors held 33,143 shares of KKR & Co worth $3.04M as of Q2 2026.
  • Farther Finance Advisors bought 359 KKR & Co shares in Q2 2026, an estimated $34.8K.
  • KKR & Co made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #562 holding.
  • Farther Finance Advisors first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's KKR & Co position peaked at $3.79M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.