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HighPoint Advisor Group’s KKR & Co KKR Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-7,650
Closed -$975K – 857
2025
Q4 		$975K Sell
7,650
-917
-11% -$114K 0.02% 472
2025
Q3 		$1.11M Sell
8,567
-29
-0.3% -$4.12K 0.05% 246
2025
Q2 		$1.14M Buy
8,596
+626
+8% +$73.3K 0.06% 227
2025
Q1 		$911K Buy
7,970
+704
+10% +$96.9K 0.05% 250
2024
Q4 		$1.04M Buy
7,266
+923
+15% +$135K 0.06% 240
2024
Q3 		$873K Buy
6,343
+847
+15% +$100K 0.05% 252
2024
Q2 		$659K Buy
5,496
+651
+13% +$66.3K 0.04% 299
2024
Q1 		$486K Sell
4,845
-6
-0.1% -$552 0.03% 348
2023
Q4 		$489K Buy
+4,851
New +$328K 0.04% 359
2021
Q3 		$300K Sell
4,924
-63
-1% -$3.96K 0.03% 405
2021
Q2 		$295K Buy
4,987
+293
+6% +$16.3K 0.03% 402
2021
Q1 		$241K Buy
4,694
+102
+2% +$4.56K 0.03% 416
2020
Q4 		$214K Buy
+4,592
New +$174K 0.03% 418
2019
Q4 		– Sell
-3,945
Closed -$115K – 423
2019
Q3 		$115K Sell
3,945
-43
-1% -$1.13K 0.03% 439
2019
Q2 		$104K Buy
+3,988
New +$95.5K 0.02% 451

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HighPoint Advisor Group's KKR Position: Q1 2026 in Review

HighPoint Advisor Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 7,650 shares — an estimated $975K sold.

HighPoint Advisor Group first reported a position in KKR in Q2 2019 and held it in 15 quarters. The position peaked at $1.14M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • HighPoint Advisor Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,650 KKR & Co shares in Q1 2026, an estimated $975K.
  • HighPoint Advisor Group first reported a position in KKR & Co in Q2 2019 and held it in 15 quarters.
  • HighPoint Advisor Group's KKR & Co position peaked at $1.14M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.