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J. Safra Asset Management’s KKR & Co KKR Stock Holding History

J. Safra Asset Management’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 		$76.3K Buy
831
+37
+5% +$3.59K ﹤0.01% 258
2026
Q1 		$73.5K Sell
794
-149
-16% -$15.7K ﹤0.01% 249
2025
Q4 		$120K Hold
943
– – 0.01% 241
2025
Q3 		$122K Buy
943
+423
+81% +$60K 0.01% 193
2025
Q2 		$69.2K Hold
520
– – ﹤0.01% 191
2025
Q1 		$60.1K Buy
520
+1
+0.2% +$138 ﹤0.01% 181
2024
Q4 		$77K Buy
+519
New +$76.1K 0.01% 174

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's KKR Position: Q2 2026 in Review

J. Safra Asset Management increased its KKR & Co (KKR) stake by 4.7% in Q2 2026, buying an estimated $3.59K and bringing the position to 831 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

J. Safra Asset Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • J. Safra Asset Management held 831 shares of KKR & Co worth $76.3K as of Q2 2026.
  • J. Safra Asset Management bought 37 KKR & Co shares in Q2 2026, an estimated $3.59K.
  • KKR & Co made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #258 holding.
  • J. Safra Asset Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • J. Safra Asset Management's KKR & Co position peaked at $122K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.