FTWA
KKR icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return