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Third View Private Wealth’s KKR & Co KKR Stock Holding History

Third View Private 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
2026
Q2 		$2.62M Buy
28,588
+1,346
+5% +$131K 0.32% 75
2026
Q1 		$2.52M Buy
27,242
+2,719
+11% +$287K 0.35% 77
2025
Q4 		$3.13M Buy
+24,523
New +$3.05M 0.42% 58

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Third View Private Wealth's KKR Position: Q2 2026 in Review

Third View Private Wealth increased its KKR & Co (KKR) stake by 4.9% in Q2 2026, buying an estimated $131K and bringing the position to 28,588 shares worth $2.62M. The position accounts for 0.32% of the portfolio, ranked #75.

Third View Private Wealth first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q4 2025. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Third View Private Wealth held 28,588 shares of KKR & Co worth $2.62M as of Q2 2026.
  • Third View Private Wealth bought 1,346 KKR & Co shares in Q2 2026, an estimated $131K.
  • KKR & Co made up 0.32% of Third View Private Wealth's portfolio in Q2 2026, its #75 holding.
  • Third View Private Wealth first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's KKR & Co position peaked at $3.13M in Q4 2025.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.