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Grove Bank & Trust’s KKR & Co KKR Stock Holding History

Grove 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
Q3 		$19.5K Sell
214
-284
-57% -$29K ﹤0.01% 569
2026
Q2 		$45.7K Hold
498
– – ﹤0.01% 447
2026
Q1 		$46.1K Sell
498
-1
-0.2% -$105 0.01% 434
2025
Q4 		$63.6K Hold
499
– – 0.01% 389
2025
Q3 		$64.8K Hold
499
– – 0.01% 386
2025
Q2 		$66.4K Sell
499
-50
-9% -$5.85K 0.01% 392
2025
Q1 		$63.5K Buy
549
+430
+361% +$59.2K 0.01% 381
2024
Q4 		$17.6K Hold
119
– – ﹤0.01% 485
2024
Q3 		$15.5K Buy
119
+35
+42% +$4.14K ﹤0.01% 467
2024
Q2 		$8.84K Hold
84
– – ﹤0.01% 493
2024
Q1 		$8.45K Sell
84
-100
-54% -$9.2K ﹤0.01% 509
2023
Q4 		$15.2K Sell
184
-25
-12% -$1.69K ﹤0.01% 454
2023
Q3 		$12.9K Buy
+209
New +$12.7K ﹤0.01% 493
2023
Q2 		– Sell
-27
Closed -$1.42K – 689
2023
Q1 		$1.42K Buy
+27
New +$1.45K ﹤0.01% 669

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Grove Bank & Trust's KKR Position: Q3 2026 in Review

Grove Bank & Trust reduced its KKR & Co (KKR) stake by 57% in Q3 2026, selling an estimated $29K and leaving 214 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Grove Bank & Trust first reported a position in KKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $66.4K in Q2 2025. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Grove Bank & Trust held 214 shares of KKR & Co worth $19.5K as of Q3 2026.
  • Grove Bank & Trust sold 284 KKR & Co shares in Q3 2026, an estimated $29K.
  • KKR & Co made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #569 holding.
  • Grove Bank & Trust first reported a position in KKR & Co in Q1 2023 and has held it in 14 quarters since.
  • Grove Bank & Trust's KKR & Co position peaked at $66.4K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.