IFG
KKR.PRD

Independent Financial Group’s KKR & Co 6.25% Series D Preferred Stock KKR.PRD Stock Holding History

Independent Financial Group’s Portfolio KKR.PRD Stock Details KKR.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
+52,400
New +$2.19M 0.04% 441

Other funds holding KKR.PRD

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Independent Financial Group opened a new position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) in Q2 2026: 52,400 shares worth $2.09M. The stake represents 0.04% of the portfolio and ranks #441 among its holdings.

68 funds tracked by Wall St. Rank hold KKR.PRD as of Q2 2026.

  • Independent Financial Group held 52,400 shares of KKR & Co 6.25% Series D Preferred Stock worth $2.09M as of Q2 2026.
  • KKR & Co 6.25% Series D Preferred Stock was a new Independent Financial Group position in Q2 2026.
  • KKR & Co 6.25% Series D Preferred Stock made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #441 holding.
  • 68 funds tracked by Wall St. Rank held KKR & Co 6.25% Series D Preferred Stock as of Q2 2026.

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