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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
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

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

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

Grove Bank & Trust held its KKR & Co (KKR) position steady in Q2 2026 at 498 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Grove Bank & Trust first reported a position in KKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $66.4K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Grove Bank & Trust held 498 shares of KKR & Co worth $45.7K as of Q2 2026.
  • Grove Bank & Trust left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #447 holding.
  • Grove Bank & Trust first reported a position in KKR & Co in Q1 2023 and has held it in 13 quarters since.
  • Grove Bank & Trust's KKR & Co position peaked at $66.4K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.