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Root Financial Partners’s KKR & Co KKR Stock Holding History

Root Financial Partners’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 		– Sell
-496
Closed -$45.9K – 1887
2026
Q1 		$45.9K Sell
496
-232
-32% -$24.5K ﹤0.01% 908
2025
Q4 		$92.8K Buy
728
+73
+11% +$9.08K ﹤0.01% 494
2025
Q3 		$85.1K Buy
+655
New +$93K 0.01% 491

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Root Financial Partners's KKR Position: Q2 2026 in Review

Root Financial Partners sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 496 shares — an estimated $45.9K sold.

Root Financial Partners first reported a position in KKR in Q3 2025 and held it in 3 quarters. The position peaked at $92.8K in Q4 2025. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Root Financial Partners reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 496 KKR & Co shares in Q2 2026, an estimated $45.9K.
  • Root Financial Partners first reported a position in KKR & Co in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's KKR & Co position peaked at $92.8K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.