Signature Estate & Investment Advisors’s KKR & Co KKR Stock Holding History

Signature Estate & Investment Advisors’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	$328K	Sell	3,570 -1,378	-28%	-$134K	0.01%	529
2026 Q1	$458K	Sell	4,948 -92,402	-95%	-$9.74M	0.01%	437
2025 Q4	$12.4M	Sell	97,350 -1,619	-2%	-$201K	0.25%	49
2025 Q3	$12.9M	Sell	98,969 -33,980	-26%	-$4.82M	0.27%	48
2025 Q2	$17.7M	Buy	132,949 +1,484	+1%	+$174K	0.41%	38
2025 Q1	$15.2M	Buy	131,465 +127,972	+3,664%	+$17.6M	0.4%	38
2024 Q4	$517K	Buy	3,493 +10	+0.3%	+$1.47K	0.01%	322
2024 Q3	$455K	Buy	3,483 +982	+39%	+$116K	0.01%	324
2024 Q2	$263K	Buy	+2,501	New	+$255K	0.01%	420

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

Signature Estate & Investment Advisors's KKR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its KKR & Co (KKR) stake by 28% in Q2 2026, selling an estimated $134K and leaving 3,570 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #529.

Signature Estate & Investment Advisors first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.7M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Signature Estate & Investment Advisors held 3,570 shares of KKR & Co worth $328K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,378 KKR & Co shares in Q2 2026, an estimated $134K.
KKR & Co made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #529 holding.
Signature Estate & Investment Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's KKR & Co position peaked at $17.7M in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.