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Financial Synergies Wealth Advisors’s KKR & Co KKR Stock Holding History

Financial Synergies 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
Q2 		$1.04M Buy
11,383
+1,455
+15% +$141K 0.09% 62
2026
Q1 		$918K Buy
9,928
+4,559
+85% +$481K 0.09% 64
2025
Q4 		$684K Buy
+5,369
New +$668K 0.07% 65

Other funds holding KKR

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Financial Synergies Wealth Advisors's KKR Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its KKR & Co (KKR) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 11,383 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #62.

Financial Synergies Wealth Advisors first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Financial Synergies Wealth Advisors held 11,383 shares of KKR & Co worth $1.04M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 1,455 KKR & Co shares in Q2 2026, an estimated $141K.
  • KKR & Co made up 0.09% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Financial Synergies Wealth Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.