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Independent Financial Group’s KKR & Co KKR Stock Holding History

Independent Financial 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
Q2 		$887K Sell
9,661
-71
-0.7% -$6.88K 0.02% 743
2026
Q1 		$900K Buy
9,732
+3,212
+49% +$339K 0.02% 667
2025
Q4 		$831K Sell
6,520
-15,312
-70% -$1.9M 0.02% 692
2025
Q3 		$2.84M Buy
21,832
+3,880
+22% +$551K 0.07% 281
2025
Q2 		$2.39M Buy
17,952
+13,326
+288% +$1.56M 0.07% 290
2025
Q1 		$535K Sell
4,626
-16,071
-78% -$2.21M 0.02% 687
2024
Q4 		$3.06M Buy
20,697
+13,564
+190% +$1.99M 0.1% 195
2024
Q3 		$932K Buy
7,133
+267
+4% +$31.6K 0.03% 464
2024
Q2 		$723K Buy
+6,866
New +$699K 0.03% 488
2021
Q2 		– Sell
-6,629
Closed -$324K – 720
2021
Q1 		$324K Sell
6,629
-299
-4% -$13.4K 0.04% 445
2020
Q4 		$281K Buy
6,928
+1
+0% +$38 0.04% 439
2020
Q3 		$238K Sell
6,927
-1,651
-19% -$57.7K 0.04% 405
2020
Q2 		$265K Sell
8,578
-6,727
-44% -$181K 0.06% 347
2020
Q1 		$359K Buy
+15,305
New +$440K 0.11% 224

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

Independent Financial Group's KKR Position: Q2 2026 in Review

Independent Financial Group reduced its KKR & Co (KKR) stake by 0.73% in Q2 2026, selling an estimated $6.88K and leaving 9,661 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #743.

Independent Financial Group first reported a position in KKR in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Independent Financial Group held 9,661 shares of KKR & Co worth $887K as of Q2 2026.
  • Independent Financial Group sold 71 KKR & Co shares in Q2 2026, an estimated $6.88K.
  • KKR & Co made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #743 holding.
  • Independent Financial Group first reported a position in KKR & Co in Q1 2020 and has held it in 14 quarters since.
  • Independent Financial Group's KKR & Co position peaked at $3.06M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.