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

Jefferies 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
Q3 		– Sell
-20,407
Closed -$1.87M – 1581
2026
Q2 		$1.87M Buy
+20,407
New +$1.98M 0.01% 716
2026
Q1 		– Sell
-2,451
Closed -$312K – 1984
2025
Q4 		$312K Sell
2,451
-614,021
-100% -$76.4M ﹤0.01% 1487
2025
Q3 		$80.1M Buy
616,472
+577,586
+1,485% +$82M 0.38% 34
2025
Q2 		$5.17M Buy
38,886
+34,699
+829% +$4.06M 0.04% 292
2025
Q1 		$484K Sell
4,187
-26,742
-86% -$3.68M ﹤0.01% 1054
2024
Q4 		$4.57M Buy
30,929
+19,670
+175% +$2.89M 0.03% 395
2024
Q3 		$1.47M Buy
11,259
+8,876
+372% +$1.05M 0.01% 675
2024
Q2 		$251K Hold
2,383
– – ﹤0.01% 1170
2024
Q1 		$240K Sell
2,383
-41,407
-95% -$3.81M ﹤0.01% 1286
2023
Q4 		$3.63M Buy
+43,790
New +$2.96M 0.02% 496
2023
Q3 		– Sell
-143,616
Closed -$8.04M – 1795
2023
Q2 		$8.04M Buy
+143,616
New +$7.52M 0.07% 252

Other funds holding KKR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Jefferies Financial Group's KKR Position: Q3 2026 in Review

Jefferies Financial Group sold out of KKR & Co (KKR) in Q3 2026, closing a stake of 20,407 shares — an estimated $1.87M sold.

Jefferies Financial Group first reported a position in KKR in Q2 2023 and held it in 11 quarters. The position peaked at $80.1M in Q3 2025. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Jefferies Financial Group reported no remaining KKR & Co position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 20,407 KKR & Co shares in Q3 2026, an estimated $1.87M.
  • Jefferies Financial Group first reported a position in KKR & Co in Q2 2023 and held it in 11 quarters.
  • Jefferies Financial Group's KKR & Co position peaked at $80.1M in Q3 2025.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.