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Transamerica Financial Advisors’s KKR & Co KKR Stock Holding History

Transamerica Financial 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
2026
Q2 		$46.7K Buy
508
+51
+11% +$4.95K ﹤0.01% 711
2026
Q1 		$42.3K Buy
457
+143
+46% +$15.1K ﹤0.01% 669
2025
Q4 		$40K Buy
314
+166
+112% +$20.6K ﹤0.01% 575
2025
Q3 		$19.1K Buy
+148
New +$21K ﹤0.01% 615
2016
Q2 		– Sell
-1,249
Closed -$19K – 559
2016
Q1 		$19K Sell
1,249
-17,492
-93% -$238K ﹤0.01% 489
2015
Q4 		$293K Hold
18,741
– – 0.02% 279
2015
Q3 		$315K Sell
18,741
-732
-4% -$15.6K 0.03% 257
2015
Q2 		$445K Sell
19,473
-223
-1% -$5.12K 0.03% 237
2015
Q1 		$450K Buy
19,696
+704
+4% +$16.6K 0.03% 239
2014
Q4 		$441K Buy
18,992
+4,378
+30% +$95.9K 0.03% 199
2014
Q3 		$326K Sell
14,614
-35
-0.2% -$821 0.03% 212
2014
Q2 		$357K Buy
14,649
+185
+1% +$4.31K 0.03% 216
2014
Q1 		$331K Sell
14,464
-451
-3% -$10.9K 0.03% 192
2013
Q4 		$364K Sell
14,915
-1,269
-8% -$29.2K 0.04% 187
2013
Q3 		$334K Sell
16,184
-9,623
-37% -$193K 0.04% 181
2013
Q2 		$508K Buy
+25,807
New +$512K 0.08% 117

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Transamerica Financial Advisors's KKR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $4.95K and bringing the position to 508 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Transamerica Financial Advisors first reported a position in KKR in Q2 2013 and has held it in 16 quarters since. The position peaked at $508K in Q2 2013. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Transamerica Financial Advisors held 508 shares of KKR & Co worth $46.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 51 KKR & Co shares in Q2 2026, an estimated $4.95K.
  • KKR & Co made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #711 holding.
  • Transamerica Financial Advisors first reported a position in KKR & Co in Q2 2013 and has held it in 16 quarters since.
  • Transamerica Financial Advisors's KKR & Co position peaked at $508K in Q2 2013.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.