TCBWMS
KKR icon

Texas Capital Bank Wealth Management Services’s KKR & Co KKR Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		$333K Buy
3,604
+515
+17% +$54.3K 0.02% 257
2025
Q4 		$394K Buy
+3,089
New +$384K 0.02% 224

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's KKR Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its KKR & Co (KKR) stake by 17% in Q1 2026, buying an estimated $54.3K and bringing the position to 3,604 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #257.

Texas Capital Bank Wealth Management Services first reported a position in KKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $394K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,604 shares of KKR & Co worth $333K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 515 KKR & Co shares in Q1 2026, an estimated $54.3K.
  • KKR & Co made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #257 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in KKR & Co in Q4 2025 and has held it in 2 quarters since.
  • Texas Capital Bank Wealth Management Services's KKR & Co position peaked at $394K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.