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Three Bridge Wealth Advisors’s KKR & Co KKR Stock Holding History

Three Bridge Wealth Advisors’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
Q3 		– Sell
-1,577
Closed -$210K – 109
2025
Q2 		$210K Buy
+1,577
New +$185K 0.06% 121

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Three Bridge Wealth Advisors's KKR Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,577 shares — an estimated $210K sold.

Three Bridge Wealth Advisors first reported a position in KKR in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Three Bridge Wealth Advisors reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 1,577 KKR & Co shares in Q3 2025, an estimated $210K.
  • Three Bridge Wealth Advisors first reported a position in KKR & Co in Q2 2025 and held it in 1 quarter.
  • Three Bridge Wealth Advisors's KKR & Co position peaked at $210K in Q2 2025.
  • 1,380 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.