JFG
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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
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

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

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

Jefferies Financial Group opened a new position in KKR & Co (KKR) in Q2 2026: 20,407 shares worth $1.87M. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in KKR as recently as Q4 2025.

Jefferies Financial Group first reported a position in KKR in Q2 2023 and has held it in 11 quarters since. The position peaked at $80.1M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Jefferies Financial Group held 20,407 shares of KKR & Co worth $1.87M as of Q2 2026.
  • KKR & Co was a new Jefferies Financial Group position in Q2 2026.
  • KKR & Co made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #716 holding.
  • Jefferies Financial Group first reported a position in KKR & Co in Q2 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's KKR & Co position peaked at $80.1M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.