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Northwest Bank & Trust’s KKR & Co KKR Stock Holding History

Northwest Bank & Trust’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
2024
Q4 		$163K Hold
1,000
– – 0.12% 92
2024
Q3 		$131K Hold
1,000
– – 0.1% 97
2024
Q2 		$105K Hold
1,000
– – 0.09% 100
2024
Q1 		$93.1K Hold
1,000
– – 0.09% 100
2023
Q4 		$82.8K Buy
+1,000
New +$67.7K 0.07% 103
2023
Q2 		$56K Buy
+1,000
New +$52.4K 0.05% 113

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest Bank & Trust's KKR Position: Q4 2024 in Review

Northwest Bank & Trust held its KKR & Co (KKR) position steady in Q4 2024 at 1,000 shares worth $163K. The position accounts for 0.12% of the portfolio, ranked #92.

Northwest Bank & Trust first reported a position in KKR in Q2 2023 and has held it in 6 quarters since. 1,331 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Northwest Bank & Trust held 1,000 shares of KKR & Co worth $163K as of Q4 2024.
  • Northwest Bank & Trust left its KKR & Co share count unchanged in Q4 2024.
  • KKR & Co made up 0.12% of Northwest Bank & Trust's portfolio in Q4 2024, its #92 holding.
  • Northwest Bank & Trust first reported a position in KKR & Co in Q2 2023 and has held it in 6 quarters since.
  • 1,331 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.