Security National Bank’s KKR & Co KKR Stock Holding History

Security National Bank’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	-18	Closed	-$1.67K	–	423
2026 Q1	$1.67K	Buy	+18	New	+$1.9K	﹤0.01%	383

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Security National Bank's KKR Position: Q2 2026 in Review

Security National Bank sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 18 shares — an estimated $1.67K sold.

Security National Bank first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $1.67K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Security National Bank reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 18 KKR & Co shares in Q2 2026, an estimated $1.67K.
Security National Bank first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
Security National Bank's KKR & Co position peaked at $1.67K in Q1 2026.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.