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Prestige Wealth Management Group’s KKR & Co KKR Stock Holding History

Prestige Wealth Management 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
Q2 		$551 Hold
6
– – ﹤0.01% 1015
2026
Q1 		$555 Hold
6
– – ﹤0.01% 952
2025
Q4 		$765 Hold
6
– – ﹤0.01% 906
2025
Q3 		$780 Hold
6
– – ﹤0.01% 889
2025
Q2 		$799 Buy
+6
New +$702 ﹤0.01% 880

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prestige Wealth Management Group's KKR Position: Q2 2026 in Review

Prestige Wealth Management Group held its KKR & Co (KKR) position steady in Q2 2026 at 6 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Prestige Wealth Management Group first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $799 in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Prestige Wealth Management Group held 6 shares of KKR & Co worth $551 as of Q2 2026.
  • Prestige Wealth Management Group left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1015 holding.
  • Prestige Wealth Management Group first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Prestige Wealth Management Group's KKR & Co position peaked at $799 in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.