First United Bank & Trust’s KKR & Co KKR Stock Holding History

First United 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
2026 Q2	$24.5K	Hold	267	–	–	0.01%	293
2026 Q1	$24.7K	Sell	267 -32	-11%	-$3.37K	0.01%	284
2025 Q4	$38.1K	Sell	299 -250	-46%	-$31.1K	0.01%	249
2025 Q3	$71.3K	Buy	549 +32	+6%	+$4.54K	0.02%	209
2025 Q2	$68.8K	Hold	517	–	–	0.02%	201
2025 Q1	$59.8K	Buy	517 +17	+3%	+$2.34K	0.02%	210
2024 Q4	$74K	Hold	500	–	–	0.03%	193
2024 Q3	$65.3K	Hold	500	–	–	0.02%	203
2024 Q2	$52.6K	Hold	500	–	–	0.02%	225
2024 Q1	$50.3K	Hold	500	–	–	0.02%	236
2023 Q4	$41.4K	Buy	+500	New	+$33.9K	0.02%	251

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

First United Bank & Trust's KKR Position: Q2 2026 in Review

First United Bank & Trust held its KKR & Co (KKR) position steady in Q2 2026 at 267 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #293.

First United Bank & Trust first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $74K in Q4 2024. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

First United Bank & Trust held 267 shares of KKR & Co worth $24.5K as of Q2 2026.
First United Bank & Trust left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #293 holding.
First United Bank & Trust first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's KKR & Co position peaked at $74K in Q4 2024.
321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.