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Patriot Financial Group Insurance Agency’s KKR & Co KKR Stock Holding History

Patriot Financial Group Insurance Agency’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 		$229K Sell
2,497
-1,721
-41% -$167K 0.02% 455
2026
Q1 		$390K Buy
4,218
+2,205
+110% +$232K 0.02% 497
2025
Q4 		$257K Buy
2,013
+20
+1% +$2.49K 0.03% 422
2025
Q3 		$259K Buy
1,993
+100
+5% +$14.2K 0.03% 413
2025
Q2 		$252K Buy
+1,893
New +$222K 0.03% 449
2025
Q1 		– Sell
-1,640
Closed -$243K – 512
2024
Q4 		$243K Buy
1,640
+1
+0.1% +$147 0.03% 412
2024
Q3 		$214K Buy
+1,639
New +$194K 0.03% 452
2022
Q3 		– Sell
-1,031
Closed -$48K – 1238
2022
Q2 		$48K Sell
1,031
-466
-31% -$24.4K 0.01% 745
2022
Q1 		$88K Sell
1,497
-251
-14% -$15.8K 0.02% 620
2021
Q4 		$130K Sell
1,748
-1,245
-42% -$91.9K 0.02% 574
2021
Q3 		$182K Buy
2,993
+13
+0.4% +$816 0.03% 467
2021
Q2 		$177K Buy
2,980
+3
+0.1% +$166 0.03% 460
2021
Q1 		$145K Buy
2,977
+1,374
+86% +$61.5K 0.03% 466
2020
Q4 		$65K Buy
+1,603
New +$60.6K 0.02% 613
2020
Q2 		– Sell
-100
Closed -$2K – 1753
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1311
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1051
2019
Q3 		$3K Buy
+100
New +$2.64K ﹤0.01% 1028
2018
Q2 		– Sell
-3,600
Closed -$72K – 775
2018
Q1 		$72K Buy
3,600
+1,300
+57% +$28.9K 0.05% 263
2017
Q4 		$51K Hold
2,300
– – 0.04% 295
2017
Q3 		$46K Sell
2,300
-500
-18% -$9.49K 0.04% 269
2017
Q2 		$53K Hold
2,800
– – 0.06% 235
2017
Q1 		$50K Hold
2,800
– – 0.05% 224
2016
Q4 		$48K Buy
+2,800
New +$42.2K 0.07% 225

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KKR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its KKR & Co (KKR) stake by 41% in Q2 2026, selling an estimated $167K and leaving 2,497 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #455.

Patriot Financial Group Insurance Agency first reported a position in KKR in Q4 2016 and has held it in 23 quarters since. The position peaked at $390K in Q1 2026. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,497 shares of KKR & Co worth $229K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,721 KKR & Co shares in Q2 2026, an estimated $167K.
  • KKR & Co made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #455 holding.
  • Patriot Financial Group Insurance Agency first reported a position in KKR & Co in Q4 2016 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's KKR & Co position peaked at $390K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.