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Souders Financial Advisors’s KKR & Co KKR Stock Holding History

Souders Financial 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 		$291K Buy
3,176
+106
+3% +$10.3K 0.03% 195
2026
Q1 		$284K Buy
3,070
+447
+17% +$47.1K 0.03% 190
2025
Q4 		$334K Buy
2,623
+58
+2% +$7.21K 0.04% 173
2025
Q3 		$333K Buy
2,565
+308
+14% +$43.7K 0.04% 166
2025
Q2 		$300K Buy
+2,257
New +$264K 0.04% 166

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Souders Financial Advisors's KKR Position: Q2 2026 in Review

Souders Financial Advisors increased its KKR & Co (KKR) stake by 3.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,176 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #195.

Souders Financial Advisors first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $334K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Souders Financial Advisors held 3,176 shares of KKR & Co worth $291K as of Q2 2026.
  • Souders Financial Advisors bought 106 KKR & Co shares in Q2 2026, an estimated $10.3K.
  • KKR & Co made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Souders Financial Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Souders Financial Advisors's KKR & Co position peaked at $334K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.