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Richardson Financial Services’s KKR & Co KKR Stock Holding History

Richardson Financial Services’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
-377
Closed -$48.1K – 639
2025
Q4 		$48.1K Buy
377
+152
+68% +$18.9K 0.02% 300
2025
Q3 		$29.2K Buy
225
+215
+2,150% +$30.5K 0.02% 334
2025
Q2 		$1.33K Buy
+10
New +$1.17K ﹤0.01% 500

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Richardson Financial Services's KKR Position: Q1 2026 in Review

Richardson Financial Services sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 377 shares — an estimated $48.1K sold.

Richardson Financial Services first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $48.1K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Richardson Financial Services reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 377 KKR & Co shares in Q1 2026, an estimated $48.1K.
  • Richardson Financial Services first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Richardson Financial Services's KKR & Co position peaked at $48.1K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.