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 $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.