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Parkside Financial Bank & Trust’s KKR & Co KKR Stock Holding History

Parkside Financial 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
2026
Q1 		$116K Sell
1,254
-103
-8% -$10.9K 0.01% 635
2025
Q4 		$173K Sell
1,357
-63
-4% -$7.84K 0.01% 498
2025
Q3 		$185K Buy
1,420
+151
+12% +$21.4K 0.01% 465
2025
Q2 		$169K Sell
1,269
-74
-6% -$8.66K 0.02% 473
2025
Q1 		$155K Buy
1,343
+54
+4% +$7.43K 0.02% 443
2024
Q4 		$191K Buy
1,289
+70
+6% +$10.3K 0.03% 391
2024
Q3 		$159K Buy
1,219
+41
+3% +$4.85K 0.02% 425
2024
Q2 		$124K Sell
1,178
-161
-12% -$16.4K 0.02% 461
2024
Q1 		$135K Buy
1,339
+115
+9% +$10.6K 0.02% 439
2023
Q4 		$101K Sell
1,224
-11
-0.9% -$745 0.02% 469
2023
Q3 		$76.1K Buy
1,235
+219
+22% +$13.3K 0.02% 497
2023
Q2 		$56.9K Sell
1,016
-74
-7% -$3.88K 0.01% 564
2023
Q1 		$57.3K Buy
1,090
+30
+3% +$1.61K 0.02% 538
2022
Q4 		$49.2K Buy
1,060
+594
+127% +$29K 0.01% 573
2022
Q3 		$20K Buy
466
+51
+12% +$2.58K 0.01% 807
2022
Q2 		$19K Buy
415
+8
+2% +$420 0.01% 823
2022
Q1 		$24K Buy
407
+315
+342% +$19.8K 0.01% 784
2021
Q4 		$6K Buy
92
+14
+18% +$1.03K ﹤0.01% 1236
2021
Q3 		$5K Buy
78
+11
+16% +$691 ﹤0.01% 1242
2021
Q2 		$4K Buy
67
+12
+22% +$666 ﹤0.01% 1332
2021
Q1 		$3K Hold
55
– – ﹤0.01% 1395
2020
Q4 		$2K Buy
55
+29
+112% +$1.1K ﹤0.01% 1421
2020
Q3 		$1K Buy
+26
New +$909 ﹤0.01% 1356
2014
Q2 		– Sell
-9,000
Closed -$206K – 181
2014
Q1 		$206K Hold
9,000
– – 0.13% 149
2013
Q4 		$219K Buy
+9,000
New +$207K 0.15% 138

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Parkside Financial Bank & Trust's KKR Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its KKR & Co (KKR) stake by 7.6% in Q1 2026, selling an estimated $10.9K and leaving 1,254 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #635.

Parkside Financial Bank & Trust first reported a position in KKR in Q4 2013 and has held it in 25 quarters since. The position peaked at $219K in Q4 2013. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,254 shares of KKR & Co worth $116K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 103 KKR & Co shares in Q1 2026, an estimated $10.9K.
  • KKR & Co made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #635 holding.
  • Parkside Financial Bank & Trust first reported a position in KKR & Co in Q4 2013 and has held it in 25 quarters since.
  • Parkside Financial Bank & Trust's KKR & Co position peaked at $219K in Q4 2013.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.