Root Financial Partners
KKR icon

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
Q3 		$61.1K Buy
+669
New +$68.3K ﹤0.01% 978
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

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Root Financial Partners's KKR Position: Q3 2026 in Review

Root Financial Partners opened a new position in KKR & Co (KKR) in Q3 2026: 669 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KKR as recently as Q1 2026.

Root Financial Partners first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.8K in Q4 2025. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Root Financial Partners held 669 shares of KKR & Co worth $61.1K as of Q3 2026.
  • KKR & Co was a new Root Financial Partners position in Q3 2026.
  • KKR & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #978 holding.
  • Root Financial Partners first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's KKR & Co position peaked at $92.8K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.