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NFP Retirement Inc’s KKR & Co KKR Stock Holding History

NFP Retirement Inc’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 		$240K Sell
2,613
-10
-0.4% -$970 0.01% 287
2026
Q1 		$243K Buy
2,623
+8
+0.3% +$843 0.01% 276
2025
Q4 		$333K Sell
2,615
-133
-5% -$16.5K 0.02% 240
2025
Q3 		$357K Hold
2,748
– – 0.02% 239
2025
Q2 		$366K Buy
+2,748
New +$322K 0.02% 232

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

NFP Retirement Inc's KKR Position: Q2 2026 in Review

NFP Retirement Inc reduced its KKR & Co (KKR) stake by 0.38% in Q2 2026, selling an estimated $970 and leaving 2,613 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #287.

NFP Retirement Inc first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NFP Retirement Inc held 2,613 shares of KKR & Co worth $240K as of Q2 2026.
  • NFP Retirement Inc sold 10 KKR & Co shares in Q2 2026, an estimated $970.
  • KKR & Co made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #287 holding.
  • NFP Retirement Inc first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • NFP Retirement Inc's KKR & Co position peaked at $366K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.