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PFG Advisors’s KKR & Co KKR Stock Holding History

PFG Advisors’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
-2,121
Closed -$276K – 824
2025
Q3 		$276K Buy
2,121
+34
+2% +$4.83K 0.01% 706
2025
Q2 		$278K Buy
2,087
+16
+0.8% +$1.87K 0.01% 531
2025
Q1 		$239K Buy
2,071
+90
+5% +$12.4K 0.01% 641
2024
Q4 		$293K Buy
1,981
+6
+0.3% +$880 0.02% 589
2024
Q3 		$258K Buy
+1,975
New +$234K 0.02% 627
2024
Q2 		– Sell
-2,125
Closed -$214K – 686
2024
Q1 		$214K Buy
+2,125
New +$195K 0.02% 608
2021
Q4 		– Sell
-3,326
Closed -$202K – 537
2021
Q3 		$202K Buy
+3,326
New +$209K 0.02% 487

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PFG Advisors's KKR Position: Q4 2025 in Review

PFG Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,121 shares — an estimated $276K sold.

PFG Advisors first reported a position in KKR in Q3 2021 and held it in 7 quarters. The position peaked at $293K in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • PFG Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • PFG Advisors sold 2,121 KKR & Co shares in Q4 2025, an estimated $276K.
  • PFG Advisors first reported a position in KKR & Co in Q3 2021 and held it in 7 quarters.
  • PFG Advisors's KKR & Co position peaked at $293K in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.