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

Nations 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 		$398K Buy
4,341
+963
+29% +$93.4K 0.02% 590
2026
Q1 		$313K Buy
+3,378
New +$356K 0.02% 644
2025
Q3 		– Sell
-3,616
Closed -$481K – 724
2025
Q2 		$481K Buy
+3,616
New +$423K 0.03% 462

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 $3.37T AUM 44.26% 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

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

Nations Financial Group increased its KKR & Co (KKR) stake by 29% in Q2 2026, buying an estimated $93.4K and bringing the position to 4,341 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #590.

Nations Financial Group first reported a position in KKR in Q2 2025 and has held it in 3 quarters since. The position peaked at $481K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Nations Financial Group held 4,341 shares of KKR & Co worth $398K as of Q2 2026.
  • Nations Financial Group bought 963 KKR & Co shares in Q2 2026, an estimated $93.4K.
  • KKR & Co made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #590 holding.
  • Nations Financial Group first reported a position in KKR & Co in Q2 2025 and has held it in 3 quarters since.
  • Nations Financial Group's KKR & Co position peaked at $481K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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