Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s KKR & Co KKR Stock Holding History

Fifth Third 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
2026
Q3 		$1.09M Buy
11,891
+4,092
+52% +$418K 0.03% 295
2026
Q2 		$716K Buy
7,799
+150
+2% +$14.5K 0.02% 377
2026
Q1 		$708K Buy
7,649
+340
+5% +$35.8K 0.02% 330
2025
Q4 		$932K Sell
7,309
-399
-5% -$49.6K 0.03% 271
2025
Q3 		$1M Sell
7,708
-37
-0.5% -$5.25K 0.04% 242
2025
Q2 		$1.03M Sell
7,745
-132
-2% -$15.5K 0.04% 233
2025
Q1 		$911K Buy
7,877
+339
+4% +$46.6K 0.05% 233
2024
Q4 		$1.11M Sell
7,538
-4
-0.1% -$587 0.06% 191
2024
Q3 		$985K Buy
7,542
+361
+5% +$42.7K 0.06% 193
2024
Q2 		$756K Buy
7,181
+5,071
+240% +$516K 0.06% 197
2024
Q1 		$212K Buy
+2,110
New +$194K 0.03% 234

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fifth Third Wealth Advisors's KKR Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its KKR & Co (KKR) stake by 52% in Q3 2026, buying an estimated $418K and bringing the position to 11,891 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #295.

Fifth Third Wealth Advisors first reported a position in KKR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2024. 776 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Fifth Third Wealth Advisors held 11,891 shares of KKR & Co worth $1.09M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 4,092 KKR & Co shares in Q3 2026, an estimated $418K.
  • KKR & Co made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #295 holding.
  • Fifth Third Wealth Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 11 quarters since.
  • Fifth Third Wealth Advisors's KKR & Co position peaked at $1.11M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.