JNBA Financial Advisors’s KKR & Co KKR Stock Holding History

JNBA Financial Advisors’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	–	Sell	-25	Closed	-$2.31K	–	865
2026 Q1	$2.31K	Hold	25	–	–	﹤0.01%	718
2025 Q4	$3.19K	Buy	+25	New	+$3.11K	﹤0.01%	628
2024 Q1	–	Sell	-39	Closed	-$3.23K	–	705
2023 Q4	$3.23K	Sell	39 -39	-50%	-$2.64K	﹤0.01%	576
2023 Q3	$4.8K	Buy	78 +39	+100%	+$2.37K	﹤0.01%	548
2023 Q2	$2.18K	Hold	39	–	–	﹤0.01%	612
2023 Q1	$2.05K	Buy	+39	New	+$2.09K	﹤0.01%	620
2019 Q3	–	Sell	-200	Closed	-$5K	–	648
2019 Q2	$5K	Buy	+200	New	+$4.79K	﹤0.01%	511
2016 Q4	–	Sell	-150	Closed	-$2K	–	930
2016 Q3	$2K	Buy	+150	New	+$2.13K	﹤0.01%	1429
2015 Q4	–	Sell	-2,000	Closed	-$34K	–	535
2015 Q3	$34K	Hold	2,000	–	–	0.01%	221
2015 Q2	$46K	Hold	2,000	–	–	0.02%	194
2015 Q1	$46K	Hold	2,000	–	–	0.02%	195
2014 Q4	$46K	Hold	2,000	–	–	0.02%	201
2014 Q3	$45K	Hold	2,000	–	–	0.02%	201
2014 Q2	$49K	Buy	+2,000	New	+$46.6K	0.02%	179

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JNBA Financial Advisors's KKR Position: Q2 2026 in Review

JNBA Financial Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 25 shares — an estimated $2.31K sold.

JNBA Financial Advisors first reported a position in KKR in Q2 2014 and held it in 14 quarters. The position peaked at $49K in Q2 2014. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

JNBA Financial Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 25 KKR & Co shares in Q2 2026, an estimated $2.31K.
JNBA Financial Advisors first reported a position in KKR & Co in Q2 2014 and held it in 14 quarters.
JNBA Financial Advisors's KKR & Co position peaked at $49K in Q2 2014.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.