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Southern Michigan Bank & Trust’s KKR & Co KKR Stock Holding History

Southern Michigan Bank & Trust’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 		$7.43K Hold
81
– – ﹤0.01% 339
2026
Q1 		$7.49K Buy
+81
New +$8.54K ﹤0.01% 341

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Southern Michigan Bank & Trust's KKR Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its KKR & Co (KKR) position steady in Q2 2026 at 81 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Southern Michigan Bank & Trust first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.49K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Southern Michigan Bank & Trust held 81 shares of KKR & Co worth $7.43K as of Q2 2026.
  • Southern Michigan Bank & Trust left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #339 holding.
  • Southern Michigan Bank & Trust first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's KKR & Co position peaked at $7.49K in Q1 2026.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.