SSG
KKR icon

Summit Securities Group’s KKR & Co KKR Stock Holding History

Summit Securities 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
2014
Q4 		– Sell
-133
Closed -$16K – 666
2014
Q3 		$16K Buy
+133
New +$3.12K ﹤0.01% 507

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 Securities Group's KKR Position: Q2 2026 in Review

Summit Securities Group increased its KKR & Co (KKR) stake by 902% in Q2 2026, buying an estimated $98.8K and bringing the position to 1,132 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #382.

Summit Securities Group first reported a position in KKR in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.46M in Q4 2021. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Summit Securities Group held 1,132 shares of KKR & Co worth $104K as of Q2 2026.
  • Summit Securities Group bought 1,019 KKR & Co shares in Q2 2026, an estimated $98.8K.
  • KKR & Co made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #382 holding.
  • Summit Securities Group first reported a position in KKR & Co in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's KKR & Co position peaked at $5.46M in Q4 2021.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.