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Summit Financial’s KKR & Co KKR Stock Holding History

Summit Financial’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 		$4.58M Sell
49,881
-1,528
-3% -$148K 0.05% 368
2026
Q1 		$4.76M Buy
51,409
+567
+1% +$59.8K 0.06% 328
2025
Q4 		$6.48M Buy
50,842
+27
+0.1% +$3.36K 0.1% 213
2025
Q3 		$6.6M Buy
50,815
+491
+1% +$69.7K 0.1% 194
2025
Q2 		$6.69M Buy
50,324
+35,223
+233% +$4.12M 0.15% 119
2025
Q1 		$1.75M Buy
15,101
+5,451
+56% +$750K 0.05% 277
2024
Q4 		$1.43M Buy
9,650
+1,661
+21% +$244K 0.05% 257
2024
Q3 		$1.04M Buy
7,989
+1,999
+33% +$237K 0.04% 252
2024
Q2 		$630K Buy
5,990
+2,575
+75% +$262K 0.03% 291
2024
Q1 		$343K Sell
3,415
-279
-8% -$25.7K 0.02% 309
2023
Q4 		$306K Buy
3,694
+348
+10% +$23.6K 0.02% 296
2023
Q3 		$206K Buy
+3,346
New +$203K 0.02% 323
2022
Q1 		– Sell
-3,298
Closed -$246K – 253
2021
Q4 		$246K Hold
3,298
– – 0.02% 224
2021
Q3 		$201K Buy
+3,298
New +$207K 0.02% 217

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

Summit Financial's KKR Position: Q2 2026 in Review

Summit Financial reduced its KKR & Co (KKR) stake by 3% in Q2 2026, selling an estimated $148K and leaving 49,881 shares worth $4.58M. The position accounts for 0.05% of the portfolio, ranked #368.

Summit Financial first reported a position in KKR in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.69M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Summit Financial held 49,881 shares of KKR & Co worth $4.58M as of Q2 2026.
  • Summit Financial sold 1,528 KKR & Co shares in Q2 2026, an estimated $148K.
  • KKR & Co made up 0.05% of Summit Financial's portfolio in Q2 2026, its #368 holding.
  • Summit Financial first reported a position in KKR & Co in Q3 2021 and has held it in 14 quarters since.
  • Summit Financial's KKR & Co position peaked at $6.69M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.