UB
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UMB Bank’s KKR & Co KKR Stock Holding History

UMB Bank’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
Q1 		$241K Sell
2,602
-712
-21% -$75.1K ﹤0.01% 640
2025
Q4 		$422K Sell
3,314
-2,779
-46% -$346K 0.01% 503
2025
Q3 		$792K Sell
6,093
-135
-2% -$19.2K 0.01% 363
2025
Q2 		$829K Sell
6,228
-6,177
-50% -$723K 0.01% 350
2025
Q1 		$1.43M Sell
12,405
-42,494
-77% -$5.85M 0.02% 279
2024
Q4 		$8.12M Buy
54,899
+1,705
+3% +$250K 0.13% 118
2024
Q3 		$6.95M Buy
53,194
+50,757
+2,083% +$6.01M 0.11% 134
2024
Q2 		$256K Buy
2,437
+212
+10% +$21.6K ﹤0.01% 515
2024
Q1 		$224K Sell
2,225
-1,575
-41% -$145K ﹤0.01% 544
2023
Q4 		$315K Hold
3,800
– – ﹤0.01% 487
2023
Q3 		$234K Sell
3,800
-574
-13% -$34.9K ﹤0.01% 533
2023
Q2 		$245K Sell
4,374
-1,375
-24% -$72K ﹤0.01% 534
2023
Q1 		$302K Sell
5,749
-245
-4% -$13.1K ﹤0.01% 483
2022
Q4 		$278K Sell
5,994
-8,070
-57% -$393K ﹤0.01% 506
2022
Q3 		$605K Sell
14,064
-14,164
-50% -$716K 0.01% 410
2022
Q2 		$1.31M Sell
28,228
-106,355
-79% -$5.58M 0.02% 334
2022
Q1 		$7.87M Buy
134,583
+105,519
+363% +$6.64M 0.1% 167
2021
Q4 		$2.17M Buy
+29,064
New +$2.14M 0.03% 291
2014
Q3 		– Sell
-10,100
Closed -$246K – 308
2014
Q2 		$246K Buy
+10,100
New +$235K 0.01% 275

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return