Orrstown Financial Services’s KKR & Co KKR Stock Holding History

Orrstown Financial Services’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
2025 Q4	–	Sell	-2,447	Closed	-$318K	–	123
2025 Q3	$318K	Buy	2,447 +431	+21%	+$61.2K	0.05%	112
2025 Q2	$268K	Buy	+2,016	New	+$236K	0.06%	123
2017 Q4	–	Sell	-1,000	Closed	-$20K	–	343
2017 Q3	$20K	Hold	1,000	–	–	0.02%	200
2017 Q2	$19K	Buy	+1,000	New	+$18.3K	0.02%	192

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Orrstown Financial Services's KKR Position: Q4 2025 in Review

Orrstown Financial Services sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,447 shares — an estimated $318K sold.

Orrstown Financial Services first reported a position in KKR in Q2 2017 and held it in 4 quarters. The position peaked at $318K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Orrstown Financial Services reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Orrstown Financial Services sold 2,447 KKR & Co shares in Q4 2025, an estimated $318K.
Orrstown Financial Services first reported a position in KKR & Co in Q2 2017 and held it in 4 quarters.
Orrstown Financial Services's KKR & Co position peaked at $318K in Q3 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Orrstown Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.