TFC Financial Management’s KKR & Co KKR Stock Holding History

TFC Financial Management’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	$169K	Buy	1,843 +3	+0.2%	+$291	0.02%	159
2026 Q1	$170K	Sell	1,840 -375	-17%	-$39.5K	0.02%	139
2025 Q4	$282K	Hold	2,215	–	–	0.04%	111
2025 Q3	$288K	Sell	2,215 -155	-7%	-$22K	0.04%	105
2025 Q2	$315K	Sell	2,370 -19	-0.8%	-$2.22K	0.04%	98
2025 Q1	$276K	Sell	2,389 -164	-6%	-$22.6K	0.04%	99
2024 Q4	$378K	Hold	2,553	–	–	0.06%	82
2024 Q3	$333K	Buy	2,553 +3	+0.1%	+$355	0.05%	90
2024 Q2	$268K	Sell	2,550 -3	-0.1%	-$305	0.05%	101
2024 Q1	$257K	Buy	2,553 +3	+0.1%	+$276	0.05%	98
2023 Q4	$211K	Hold	2,550	–	–	0.04%	111
2023 Q3	$157K	Hold	2,550	–	–	0.04%	128
2023 Q2	$143K	Hold	2,550	–	–	0.04%	136
2023 Q1	$134K	Hold	2,550	–	–	0.03%	140
2022 Q4	$118K	Hold	2,550	–	–	0.03%	138
2022 Q3	$110K	Hold	2,550	–	–	0.03%	133
2022 Q2	$118K	Hold	2,550	–	–	0.04%	134
2022 Q1	$149K	Hold	2,550	–	–	0.04%	124
2021 Q4	$190K	Hold	2,550	–	–	0.06%	113
2021 Q3	$155K	Buy	+2,550	New	+$160K	0.05%	118

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFC Financial Management's KKR Position: Q2 2026 in Review

TFC Financial Management increased its KKR & Co (KKR) stake by 0.16% in Q2 2026, buying an estimated $291 and bringing the position to 1,843 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #159.

TFC Financial Management first reported a position in KKR in Q3 2021 and has held it in 20 quarters since. The position peaked at $378K in Q4 2024. 555 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

TFC Financial Management held 1,843 shares of KKR & Co worth $169K as of Q2 2026.
TFC Financial Management bought 3 KKR & Co shares in Q2 2026, an estimated $291.
KKR & Co made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #159 holding.
TFC Financial Management first reported a position in KKR & Co in Q3 2021 and has held it in 20 quarters since.
TFC Financial Management's KKR & Co position peaked at $378K in Q4 2024.
555 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.