OFG
KKR icon

Oxford Financial Group’s KKR & Co KKR Stock Holding History

Oxford Financial 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
Q1 		$308K Sell
3,334
-24
-0.7% -$2.53K 0.02% 210
2025
Q4 		$428K Sell
3,358
-555
-14% -$69K 0.02% 160
2025
Q3 		$508K Sell
3,913
-41
-1% -$5.82K 0.03% 140
2025
Q2 		$526K Sell
3,954
-44
-1% -$5.15K 0.03% 128
2025
Q1 		$462K Buy
3,998
+2,156
+117% +$297K 0.03% 138
2024
Q4 		$272K Sell
1,842
-14,834
-89% -$2.18M 0.02% 213
2024
Q3 		$2.18M Sell
16,676
-6,025
-27% -$713K 0.14% 54
2024
Q2 		$2.39M Buy
22,701
+1,950
+9% +$199K 0.16% 51
2024
Q1 		$2.09M Buy
20,751
+172
+0.8% +$15.8K 0.14% 51
2023
Q4 		$1.7M Hold
20,579
– – 0.13% 58
2023
Q3 		$1.27M Sell
20,579
-9
-0% -$547 0.11% 63
2023
Q2 		$1.15M Sell
20,588
-1,927
-9% -$101K 0.11% 67
2023
Q1 		$1.18M Hold
22,515
– – 0.13% 61
2022
Q4 		$1.05M Buy
22,515
+1,936
+9% +$94.4K 0.12% 66
2022
Q3 		$885K Sell
20,579
-585
-3% -$29.6K 0.13% 68
2022
Q2 		$980K Sell
21,164
-177
-0.8% -$9.29K 0.14% 66
2022
Q1 		$1.25M Hold
21,341
– – 0.16% 60
2021
Q4 		$1.59M Sell
21,341
-214
-1% -$15.8K 0.18% 53
2021
Q3 		$1.31M Hold
21,555
– – 0.17% 56
2021
Q2 		$1.28M Sell
21,555
-270
-1% -$15K 0.17% 56
2021
Q1 		$1.07M Sell
21,825
-177
-0.8% -$7.92K 0.15% 65
2020
Q4 		$891K Buy
22,002
+177
+0.8% +$6.69K 0.13% 73
2020
Q3 		$749K Hold
21,825
– – 0.12% 76
2020
Q2 		$674K Hold
21,825
– – 0.11% 75
2020
Q1 		$512K Buy
+21,825
New +$627K 0.1% 83

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

Oxford Financial Group's KKR Position: Q1 2026 in Review

Oxford Financial Group reduced its KKR & Co (KKR) stake by 0.71% in Q1 2026, selling an estimated $2.53K and leaving 3,334 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #210.

Oxford Financial Group first reported a position in KKR in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.39M in Q2 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Oxford Financial Group held 3,334 shares of KKR & Co worth $308K as of Q1 2026.
  • Oxford Financial Group sold 24 KKR & Co shares in Q1 2026, an estimated $2.53K.
  • KKR & Co made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #210 holding.
  • Oxford Financial Group first reported a position in KKR & Co in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's KKR & Co position peaked at $2.39M in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.