FNT
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First National Trust’s KKR & Co KKR Stock Holding History

First National 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
2026
Q2 		– Sell
-4,588
Closed -$424K – 416
2026
Q1 		$424K Sell
4,588
-10
-0.2% -$1.05K 0.01% 317
2025
Q4 		$586K Buy
4,598
+10
+0.2% +$1.24K 0.02% 289
2025
Q3 		$596K Buy
4,588
+2,465
+116% +$350K 0.02% 286
2025
Q2 		$282K Hold
2,123
– – 0.01% 338
2025
Q1 		$245K Sell
2,123
-215
-9% -$29.6K 0.01% 344
2024
Q4 		$346K Buy
2,338
+2
+0.1% +$293 0.01% 329
2024
Q3 		$305K Hold
2,336
– – 0.01% 339
2024
Q2 		$246K Sell
2,336
-34
-1% -$3.46K 0.01% 351
2024
Q1 		$238K Buy
+2,370
New +$218K 0.01% 351

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

First National Trust's KKR Position: Q2 2026 in Review

First National Trust sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 4,588 shares — an estimated $424K sold.

First National Trust first reported a position in KKR in Q1 2024 and held it in 9 quarters. The position peaked at $596K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • First National Trust reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • First National Trust sold 4,588 KKR & Co shares in Q2 2026, an estimated $424K.
  • First National Trust first reported a position in KKR & Co in Q1 2024 and held it in 9 quarters.
  • First National Trust's KKR & Co position peaked at $596K in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.