Sovereign Financial Group’s KKR & Co KKR Stock Holding History

Sovereign Financial Group’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	$295K	Sell	3,217 -97	-3%	-$9.41K	0.05%	301
2026 Q1	$307K	Sell	3,314 -5	-0.2%	-$527	0.05%	276
2025 Q4	$423K	Buy	3,319 +132	+4%	+$16.4K	0.07%	216
2025 Q3	$414K	Sell	3,187 -3	-0.1%	-$426	0.08%	214
2025 Q2	$424K	Buy	3,190 +10	+0.3%	+$1.17K	0.09%	202
2025 Q1	$368K	Buy	3,180 +8	+0.3%	+$1.1K	0.08%	206
2024 Q4	$469K	Buy	3,172 +9	+0.3%	+$1.32K	0.11%	172
2024 Q3	$413K	Sell	3,163 -63	-2%	-$7.45K	0.1%	190
2024 Q2	$340K	Buy	3,226 +47	+1%	+$4.79K	0.08%	200
2024 Q1	$320K	Buy	3,179 +19	+0.6%	+$1.75K	0.08%	208
2023 Q4	$262K	Buy	+3,160	New	+$214K	0.08%	204
2022 Q1	–	Sell	-3,155	Closed	-$235K	–	223
2021 Q4	$235K	Buy	+3,155	New	+$233K	0.09%	180

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

Sovereign Financial Group's KKR Position: Q2 2026 in Review

Sovereign Financial Group reduced its KKR & Co (KKR) stake by 2.9% in Q2 2026, selling an estimated $9.41K and leaving 3,217 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #301.

Sovereign Financial Group first reported a position in KKR in Q4 2021 and has held it in 12 quarters since. The position peaked at $469K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sovereign Financial Group held 3,217 shares of KKR & Co worth $295K as of Q2 2026.
Sovereign Financial Group sold 97 KKR & Co shares in Q2 2026, an estimated $9.41K.
KKR & Co made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #301 holding.
Sovereign Financial Group first reported a position in KKR & Co in Q4 2021 and has held it in 12 quarters since.
Sovereign Financial Group's KKR & Co position peaked at $469K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.