Truist Financial
KKR icon

Truist Financial’s KKR & Co KKR Stock Holding History

Truist Financial’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 		$7.99M Sell
87,041
-9,041
-9% -$877K 0.01% 720
2026
Q1 		$8.89M Buy
96,082
+327
+0.3% +$34.5K 0.01% 649
2025
Q4 		$12.2M Sell
95,755
-6,773
-7% -$842K 0.02% 545
2025
Q3 		$13.3M Buy
102,528
+1,545
+2% +$219K 0.02% 525
2025
Q2 		$13.4M Buy
100,983
+3,332
+3% +$390K 0.02% 511
2025
Q1 		$11.3M Buy
97,651
+1,617
+2% +$222K 0.02% 529
2024
Q4 		$14.2M Buy
96,034
+8,618
+10% +$1.26M 0.02% 473
2024
Q3 		$11.4M Sell
87,416
-4,805
-5% -$569K 0.02% 544
2024
Q2 		$9.71M Sell
92,221
-8,335
-8% -$849K 0.01% 618
2024
Q1 		$10.1M Buy
100,556
+20,320
+25% +$1.87M 0.02% 623
2023
Q4 		$6.65M Buy
80,236
+1,114
+1% +$75.4K 0.01% 760
2023
Q3 		$4.87M Buy
79,122
+5,269
+7% +$320K 0.01% 850
2023
Q2 		$4.14M Sell
73,853
-10,177
-12% -$533K 0.01% 909
2023
Q1 		$4.41M Sell
84,030
-13,899
-14% -$746K 0.01% 876
2022
Q4 		$4.55M Sell
97,929
-25,076
-20% -$1.22M 0.01% 851
2022
Q3 		$5.29M Sell
123,005
-57,164
-32% -$2.89M 0.01% 763
2022
Q2 		$8.34M Buy
180,169
+30,626
+20% +$1.61M 0.02% 631
2022
Q1 		$8.74M Sell
149,543
-44,203
-23% -$2.78M 0.01% 687
2021
Q4 		$14.4M Buy
193,746
+23,537
+14% +$1.74M 0.02% 527
2021
Q3 		$10.4M Buy
170,209
+31,604
+23% +$1.98M 0.02% 619
2021
Q2 		$8.21M Sell
138,605
-2,821
-2% -$157K 0.01% 702
2021
Q1 		$6.91M Buy
141,426
+18,085
+15% +$809K 0.01% 729
2020
Q4 		$4.99M Sell
123,341
-26,197
-18% -$990K 0.01% 815
2020
Q3 		$5.13M Buy
149,538
+101,982
+214% +$3.57M 0.01% 739
2020
Q2 		$1.47M Buy
47,556
+6,502
+16% +$175K ﹤0.01% 1153
2020
Q1 		$963K Sell
41,054
-7,258
-15% -$208K ﹤0.01% 1273
2019
Q4 		$1.41M Buy
+48,312
New +$1.38M ﹤0.01% 1291
2015
Q4 		– Sell
-55,533
Closed -$932K – 797
2015
Q3 		$932K Sell
55,533
-7,876
-12% -$167K 0.02% 416
2015
Q2 		$1.45M Sell
63,409
-47,125
-43% -$1.08M 0.04% 334
2015
Q1 		$2.52M Sell
110,534
-6,921
-6% -$163K 0.07% 257
2014
Q4 		$2.73M Buy
+117,455
New +$2.57M 0.08% 243

Other funds holding KKR

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Truist Financial's KKR Position: Q2 2026 in Review

Truist Financial reduced its KKR & Co (KKR) stake by 9.4% in Q2 2026, selling an estimated $877K and leaving 87,041 shares worth $7.99M. The position accounts for 0.01% of the portfolio, ranked #720.

Truist Financial first reported a position in KKR in Q4 2014 and has held it in 31 quarters since. The position peaked at $14.4M in Q4 2021. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Truist Financial held 87,041 shares of KKR & Co worth $7.99M as of Q2 2026.
  • Truist Financial sold 9,041 KKR & Co shares in Q2 2026, an estimated $877K.
  • KKR & Co made up 0.01% of Truist Financial's portfolio in Q2 2026, its #720 holding.
  • Truist Financial first reported a position in KKR & Co in Q4 2014 and has held it in 31 quarters since.
  • Truist Financial's KKR & Co position peaked at $14.4M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.