HSA
KKR icon

HBK Sorce Advisory’s KKR & Co KKR Stock Holding History

HBK Sorce Advisory’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 		$1.45M Sell
13,751
-62
-0.4% -$6.01K 0.03% 203
2026
Q1 		$1.42M Sell
13,813
-28
-0.2% -$2.95K 0.03% 195
2025
Q4 		$1.43M Sell
13,841
-103
-0.7% -$12.8K 0.03% 190
2025
Q3 		$1.74M Buy
13,944
+30
+0.2% +$4.26K 0.04% 158
2025
Q2 		$1.85M Hold
13,914
– – 0.05% 146
2025
Q1 		$1.61M Sell
13,914
-2,383
-15% -$328K 0.05% 158
2024
Q4 		$2.41M Sell
16,297
-6,525
-29% -$957K 0.07% 123
2024
Q3 		$2.98M Sell
22,822
-213
-0.9% -$25.2K 0.09% 101
2024
Q2 		$2.42M Buy
23,035
+569
+3% +$57.9K 0.08% 121
2024
Q1 		$2.26M Sell
22,466
-5,412
-19% -$498K 0.08% 126
2023
Q4 		$2.31M Sell
27,878
-3,845
-12% -$260K 0.09% 129
2023
Q3 		$1.95M Hold
31,723
– – 0.09% 134
2023
Q2 		$1.78M Sell
31,723
-21
-0.1% -$1.1K 0.08% 150
2023
Q1 		$1.67M Buy
+31,744
New +$1.7M 0.08% 153

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HBK Sorce Advisory's KKR Position: Q2 2026 in Review

HBK Sorce Advisory reduced its KKR & Co (KKR) stake by 0.45% in Q2 2026, selling an estimated $6.01K and leaving 13,751 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #203.

HBK Sorce Advisory first reported a position in KKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.98M in Q3 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • HBK Sorce Advisory held 13,751 shares of KKR & Co worth $1.45M as of Q2 2026.
  • HBK Sorce Advisory sold 62 KKR & Co shares in Q2 2026, an estimated $6.01K.
  • KKR & Co made up 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #203 holding.
  • HBK Sorce Advisory first reported a position in KKR & Co in Q1 2023 and has held it in 14 quarters since.
  • HBK Sorce Advisory's KKR & Co position peaked at $2.98M in Q3 2024.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.