NFSG
KKR icon

Newbridge Financial Services Group’s KKR & Co KKR Stock Holding History

Newbridge Financial Services 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 		$243K Buy
2,644
+2
+0.1% +$194 0.03% 224
2026
Q1 		$244K Buy
2,642
+3
+0.1% +$316 0.04% 196
2025
Q4 		$336K Buy
2,639
+1
+0% +$124 0.05% 170
2025
Q3 		$343K Buy
2,638
+2
+0.1% +$284 0.05% 234
2025
Q2 		$351K Buy
2,636
+1
+0% +$117 0.06% 223
2025
Q1 		$305K Sell
2,635
-98
-4% -$13.5K 0.07% 155
2024
Q4 		$404K Sell
2,733
-169
-6% -$24.8K 0.1% 133
2024
Q3 		$379K Buy
2,902
+2
+0.1% +$237 0.13% 108
2024
Q2 		$305K Buy
2,900
+311
+12% +$31.7K 0.11% 133
2024
Q1 		$260K Buy
2,589
+42
+2% +$3.86K 0.11% 157
2023
Q4 		$211K Sell
2,547
-423
-14% -$28.6K 0.1% 184
2023
Q3 		$183K Sell
2,970
-362
-11% -$22K 0.09% 199
2023
Q2 		$187K Buy
3,332
+3
+0.1% +$157 0.09% 210
2023
Q1 		$175K Buy
3,329
+3
+0.1% +$161 0.09% 214
2022
Q4 		$154K Buy
3,326
+3
+0.1% +$146 0.09% 220
2022
Q3 		$143K Buy
3,323
+3
+0.1% +$152 0.08% 238
2022
Q2 		$154K Buy
3,320
+3
+0.1% +$157 0.1% 198
2022
Q1 		$194K Sell
3,317
-197
-6% -$12.4K 0.1% 202
2021
Q4 		$262K Sell
3,514
-133
-4% -$9.81K 0.12% 166
2021
Q3 		$222K Buy
3,647
+502
+16% +$31.5K 0.14% 160
2021
Q2 		$186K Buy
3,145
+3
+0.1% +$166 0.11% 185
2021
Q1 		$153K Buy
3,142
+3
+0.1% +$134 0.11% 198
2020
Q4 		$127K Buy
3,139
+4
+0.1% +$151 0.1% 189
2020
Q3 		$108K Buy
+3,135
New +$110K 0.11% 188

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

Newbridge Financial Services Group's KKR Position: Q2 2026 in Review

Newbridge Financial Services Group increased its KKR & Co (KKR) stake by 0.08% in Q2 2026, buying an estimated $194 and bringing the position to 2,644 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #224.

Newbridge Financial Services Group first reported a position in KKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $404K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Newbridge Financial Services Group held 2,644 shares of KKR & Co worth $243K as of Q2 2026.
  • Newbridge Financial Services Group bought 2 KKR & Co shares in Q2 2026, an estimated $194.
  • KKR & Co made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #224 holding.
  • Newbridge Financial Services Group first reported a position in KKR & Co in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's KKR & Co position peaked at $404K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.