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Resurgent Financial Advisors’s KKR & Co KKR Stock Holding History

Resurgent Financial 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
2026
Q1 		– Sell
-3,908
Closed -$498K – 269
2025
Q4 		$498K Buy
3,908
+55
+1% +$6.84K 0.25% 118
2025
Q3 		$501K Buy
3,853
+122
+3% +$17.3K 0.25% 122
2025
Q2 		$496K Buy
3,731
+6
+0.2% +$702 0.27% 107
2025
Q1 		$431K Sell
3,725
-48
-1% -$6.6K 0.26% 109
2024
Q4 		$558K Buy
3,773
+9
+0.2% +$1.32K 0.33% 90
2024
Q3 		$492K Buy
3,764
+4
+0.1% +$473 0.29% 104
2024
Q2 		$396K Buy
3,760
+3
+0.1% +$305 0.25% 118
2024
Q1 		$378K Buy
3,757
+49
+1% +$4.51K 0.2% 130
2023
Q4 		$307K Hold
3,708
– – 0.19% 132
2023
Q3 		$228K Sell
3,708
-2
-0.1% -$121 0.16% 132
2023
Q2 		$208K Sell
3,710
-18
-0.5% -$943 0.14% 138
2023
Q1 		$196K Sell
3,728
-250
-6% -$13.4K 0.13% 152
2022
Q4 		$185K Buy
+3,978
New +$194K 0.1% 213
2022
Q2 		– Sell
-3,790
Closed -$222K – 205
2022
Q1 		$222K Buy
3,790
+120
+3% +$7.55K 0.14% 163
2021
Q4 		$273K Buy
+3,670
New +$271K 0.22% 101

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Resurgent Financial Advisors's KKR Position: Q1 2026 in Review

Resurgent Financial Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 3,908 shares — an estimated $498K sold.

Resurgent Financial Advisors first reported a position in KKR in Q4 2021 and held it in 15 quarters. The position peaked at $558K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Resurgent Financial Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,908 KKR & Co shares in Q1 2026, an estimated $498K.
  • Resurgent Financial Advisors first reported a position in KKR & Co in Q4 2021 and held it in 15 quarters.
  • Resurgent Financial Advisors's KKR & Co position peaked at $558K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.