Sagespring Wealth Partners’s KKR & Co KKR Stock Holding History

Sagespring Wealth 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	$728K	Buy	7,936 +301	+4%	+$29.2K	0.01%	430
2026 Q1	$706K	Buy	7,635 +317	+4%	+$33.4K	0.01%	411
2025 Q4	$933K	Sell	7,318 -505	-6%	-$62.8K	0.02%	322
2025 Q3	$1.02M	Sell	7,823 -320	-4%	-$45.4K	0.02%	299
2025 Q2	$1.08M	Buy	8,143 +2,472	+44%	+$289K	0.02%	273
2025 Q1	$656K	Buy	5,671 +52	+0.9%	+$7.15K	0.02%	329
2024 Q4	$831K	Buy	+5,619	New	+$824K	0.02%	249

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's KKR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its KKR & Co (KKR) stake by 3.9% in Q2 2026, buying an estimated $29.2K and bringing the position to 7,936 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #430.

Sagespring Wealth Partners first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 738 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sagespring Wealth Partners held 7,936 shares of KKR & Co worth $728K as of Q2 2026.
Sagespring Wealth Partners bought 301 KKR & Co shares in Q2 2026, an estimated $29.2K.
KKR & Co made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #430 holding.
Sagespring Wealth Partners first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's KKR & Co position peaked at $1.08M in Q2 2025.
738 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.