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
Q1 		– Sell
-96,000
Closed -$12.2M – 1983
2025
Q4 		$12.2M Sell
96,000
-27,000
-22% -$3.36M 0.06% 279
2025
Q3 		$16M Buy
+123,000
New +$17.5M 0.08% 165
2024
Q1 		– Sell
-18,800
Closed -$1.56M – 1832
2023
Q4 		$1.56M Buy
+18,800
New +$1.27M 0.01% 803

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jefferies Financial Group's KKR Position: Q1 2026 in Review

Jefferies Financial Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,451 shares — an estimated $312K sold.

Jefferies Financial Group first reported a position in KKR in Q2 2023 and held it in 10 quarters. The position peaked at $80.1M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Jefferies Financial Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,451 KKR & Co shares in Q1 2026, an estimated $312K.
  • Jefferies Financial Group first reported a position in KKR & Co in Q2 2023 and held it in 10 quarters.
  • Jefferies Financial Group's KKR & Co position peaked at $80.1M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.