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Stonebridge Financial Group (Pennsylvania)’s KKR & Co KKR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-18
Closed -$2.08K – 596
2025
Q1 		$2.08K Buy
+18
New +$2.48K ﹤0.01% 785

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KKR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 18 shares — an estimated $2.08K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KKR in Q1 2025 and held it in 1 quarter. The position peaked at $2.08K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 18 KKR & Co shares in Q2 2025, an estimated $2.08K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in KKR & Co in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s KKR & Co position peaked at $2.08K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.