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SVB Wealth’s KKR & Co KKR Stock Holding History

SVB Wealth’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
-11,499
Closed -$1.33M – 1098
2025
Q1 		$1.33M Buy
11,499
+137
+1% +$18.8K 0.05% 135
2024
Q4 		$1.68M Buy
+11,362
New +$1.67M 0.03% 247
2024
Q3 		– Sell
-10,961
Closed -$1.15M – 337
2024
Q2 		$1.15M Buy
10,961
+14
+0.1% +$1.43K 0.03% 291
2024
Q1 		$1.1M Sell
10,947
-87
-0.8% -$8K 0.02% 329
2023
Q4 		$914K Buy
11,034
+19
+0.2% +$1.29K 0.02% 351
2023
Q3 		$679K Buy
11,015
+104
+1% +$6.32K 0.01% 384
2023
Q2 		$611K Sell
10,911
-3,773
-26% -$198K 0.01% 438
2023
Q1 		$771K Buy
14,684
+2,753
+23% +$148K 0.01% 435
2022
Q4 		$554K Buy
+11,931
New +$582K 0.01% 537
2021
Q4 		– Sell
-4,260
Closed -$259K – 890
2021
Q3 		$259K Buy
4,260
+817
+24% +$51.3K ﹤0.01% 833
2021
Q2 		$204K Buy
+3,443
New +$191K ﹤0.01% 887

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

SVB Wealth's KKR Position: Q2 2025 in Review

SVB Wealth sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 11,499 shares — an estimated $1.33M sold.

SVB Wealth first reported a position in KKR in Q2 2021 and held it in 11 quarters. The position peaked at $1.68M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • SVB Wealth reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 11,499 KKR & Co shares in Q2 2025, an estimated $1.33M.
  • SVB Wealth first reported a position in KKR & Co in Q2 2021 and held it in 11 quarters.
  • SVB Wealth's KKR & Co position peaked at $1.68M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.