FineMark National Bank & Trust’s KKR & Co KKR Stock Holding History

FineMark National Bank & Trust’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 Q4	$18.2M	Sell	142,478 -2,023	-1%	-$252K	0.57%	46
2025 Q3	$18.8M	Sell	144,501 -875	-0.6%	-$124K	0.61%	36
2025 Q2	$19.3M	Buy	145,376 +1,602	+1%	+$188K	0.66%	33
2025 Q1	$16.6M	Buy	143,774 +8,071	+6%	+$1.11M	0.61%	46
2024 Q4	$20.1M	Buy	135,703 +1,721	+1%	+$252K	0.7%	32
2024 Q3	$17.5M	Sell	133,982 -912	-0.7%	-$108K	0.61%	45
2024 Q2	$14.2M	Buy	134,894 +1,556	+1%	+$158K	0.52%	56
2024 Q1	$13.4M	Buy	133,338 +2,216	+2%	+$204K	0.5%	59
2023 Q4	$10.9M	Buy	131,122 +14,662	+13%	+$993K	0.44%	67
2023 Q3	$7.17M	Sell	116,460 -857	-0.7%	-$52K	0.31%	82
2023 Q2	$6.57M	Buy	117,317 +95,203	+431%	+$4.99M	0.27%	92
2023 Q1	$1.16M	Buy	22,114 +240	+1%	+$12.9K	0.05%	184
2022 Q4	$1.02M	Sell	21,874 -2,819	-11%	-$137K	0.05%	189
2022 Q3	$1.06M	Sell	24,693 -14,684	-37%	-$742K	0.05%	186
2022 Q2	$1.82M	Sell	39,377 -136,053	-78%	-$7.14M	0.08%	154
2022 Q1	$10.3M	Buy	175,430 +1,259	+0.7%	+$79.3K	0.41%	60
2021 Q4	$13M	Sell	174,171 -40,447	-19%	-$2.98M	0.49%	47
2021 Q3	$13.1M	Buy	214,618 +5,196	+2%	+$326K	0.55%	44
2021 Q2	$12.4M	Buy	209,422 +3,387	+2%	+$188K	0.5%	47
2021 Q1	$10.1M	Buy	206,035 +6,229	+3%	+$279K	0.43%	56
2020 Q4	$8.09M	Sell	199,806 -137	-0.1%	-$5.18K	0.36%	62
2020 Q3	$6.87M	Sell	199,943 -1,711	-0.8%	-$59.8K	0.33%	64
2020 Q2	$6.23M	Buy	201,654 +876	+0.4%	+$23.5K	0.34%	68
2020 Q1	$4.71M	Buy	+200,778	New	+$5.77M	0.3%	77
2018 Q4	–	Sell	-8,300	Closed	-$226K	–	349
2018 Q3	$226K	Sell	8,300 -3,500	-30%	-$93.5K	0.01%	292
2018 Q2	$293K	Buy	11,800 +1,500	+15%	+$33.3K	0.02%	320
2018 Q1	$209K	Hold	10,300	–	–	0.01%	364
2017 Q4	$217K	Hold	10,300	–	–	0.01%	339
2017 Q3	$209K	Sell	10,300 -904	-8%	-$17.2K	0.01%	349
2017 Q2	$208K	Buy	11,204 +904	+9%	+$16.5K	0.01%	334
2017 Q1	$188K	Hold	10,300	–	–	0.01%	352
2016 Q4	$159K	Buy	+10,300	New	+$155K	0.01%	377
2016 Q2	–	Sell	-2,400	Closed	-$35K	–	1402
2016 Q1	$35K	Hold	2,400	–	–	﹤0.01%	665
2015 Q4	$37K	Sell	2,400 -400	-14%	-$6.84K	﹤0.01%	670
2015 Q3	$47K	Hold	2,800	–	–	0.01%	634
2015 Q2	$64K	Hold	2,800	–	–	0.01%	586
2015 Q1	$64K	Sell	2,800 -2,000	-42%	-$47.2K	0.01%	599
2014 Q4	$111K	Buy	4,800 +2,000	+71%	+$43.8K	0.02%	463
2014 Q3	$62K	Sell	2,800 -230	-8%	-$5.39K	0.01%	576
2014 Q2	$74K	Buy	3,030 +2,400	+381%	+$55.9K	0.01%	534
2014 Q1	$14K	Hold	630	–	–	﹤0.01%	974
2013 Q4	$15K	Hold	630	–	–	﹤0.01%	919
2013 Q3	$13K	Hold	630	–	–	﹤0.01%	919
2013 Q2	$12K	Buy	+630	New	+$12.5K	﹤0.01%	915

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FineMark National Bank & Trust's KKR Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its KKR & Co (KKR) stake by 1.4% in Q4 2025, selling an estimated $252K and leaving 142,478 shares worth $18.2M. The position accounts for 0.57% of the portfolio, ranked #46.

FineMark National Bank & Trust first reported a position in KKR in Q2 2013 and has held it in 44 quarters since. The position peaked at $20.1M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

FineMark National Bank & Trust held 142,478 shares of KKR & Co worth $18.2M as of Q4 2025.
FineMark National Bank & Trust sold 2,023 KKR & Co shares in Q4 2025, an estimated $252K.
KKR & Co made up 0.57% of FineMark National Bank & Trust's portfolio in Q4 2025, its #46 holding.
FineMark National Bank & Trust first reported a position in KKR & Co in Q2 2013 and has held it in 44 quarters since.
FineMark National Bank & Trust's KKR & Co position peaked at $20.1M in Q4 2024.
1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.