Principal Securities’s KKR & Co KKR Stock Holding History

Principal Securities’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 Q2	$3.73M	Buy
2025 Q1	$3.84M	Hold
2024 Q4	$3.84M	Buy
2024 Q3	$3.2M	Sell
2024 Q2	$2.61M	Sell
2024 Q1	$2.53M	Buy
2023 Q4	$1.95M	Buy