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NBT Bank’s KKR & Co KKR Stock Holding History

NBT Bank’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 		$80.1K Buy
866
+739
+582% +$77.9K 0.01% 456
2025
Q4 		$110K Sell
127
-3
-2% -$373 0.01% 415
2025
Q3 		$112K Sell
130
-730
-85% -$104K 0.01% 409
2025
Q2 		$114K Hold
860
– – 0.01% 409
2025
Q1 		$99.4K Hold
860
– – 0.01% 420
2024
Q4 		$127K Hold
860
– – 0.01% 407
2024
Q3 		$112K Hold
860
– – 0.01% 423
2024
Q2 		$90.5K Hold
860
– – 0.01% 383
2024
Q1 		$86.5K Hold
860
– – 0.01% 385
2023
Q4 		$71.3K Buy
+860
New +$58.2K 0.01% 391

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

NBT Bank's KKR Position: Q1 2026 in Review

NBT Bank increased its KKR & Co (KKR) stake by 582% in Q1 2026, buying an estimated $77.9K and bringing the position to 866 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #456.

NBT Bank first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $127K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • NBT Bank held 866 shares of KKR & Co worth $80.1K as of Q1 2026.
  • NBT Bank bought 739 KKR & Co shares in Q1 2026, an estimated $77.9K.
  • KKR & Co made up 0.01% of NBT Bank's portfolio in Q1 2026, its #456 holding.
  • NBT Bank first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's KKR & Co position peaked at $127K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.