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Valley National Advisers’s KKR & Co KKR Stock Holding History

Valley National Advisers’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 		$67.6K Buy
737
+11
+2% +$1.07K 0.01% 376
2026
Q1 		$67K Sell
726
-231
-24% -$24.4K 0.01% 373
2025
Q4 		$121K Buy
957
+6
+0.6% +$746 0.02% 292
2025
Q3 		$123K Buy
951
+2
+0.2% +$284 0.02% 279
2025
Q2 		$126K Buy
949
+135
+17% +$15.8K 0.02% 283
2025
Q1 		$94K Buy
814
+213
+35% +$29.3K 0.02% 300
2024
Q4 		$88K Buy
601
+138
+30% +$20.2K 0.02% 292
2024
Q3 		$60K Sell
463
-1,062
-70% -$126K 0.01% 340
2024
Q2 		$160K Buy
1,525
+243
+19% +$24.7K 0.02% 251
2024
Q1 		$128K Buy
1,282
+493
+62% +$45.3K 0.02% 290
2023
Q4 		$65K Buy
789
+714
+952% +$48.3K 0.01% 367
2023
Q3 		$5K Buy
+75
New +$4.55K ﹤0.01% 706
2018
Q1 		– Hold
0
– – – 402
2017
Q4 		– Hold
0
– – – 397
2017
Q3 		– Hold
0
– – – 404
2017
Q2 		– Hold
0
– – – 414
2017
Q1 		– Hold
0
– – – 424
2016
Q4 		– Hold
0
– – – 442
2016
Q3 		– Hold
0
– – – 426
2016
Q2 		– Hold
0
– – – 437
2016
Q1 		– Hold
0
– – – 408
2015
Q4 		– Hold
0
– – – 401
2015
Q3 		– Hold
0
– – – 403

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 $3.37T AUM 44.26% 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

Valley National Advisers's KKR Position: Q2 2026 in Review

Valley National Advisers increased its KKR & Co (KKR) stake by 1.5% in Q2 2026, buying an estimated $1.07K and bringing the position to 737 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #376.

Valley National Advisers first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $160K in Q2 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Valley National Advisers held 737 shares of KKR & Co worth $67.6K as of Q2 2026.
  • Valley National Advisers bought 11 KKR & Co shares in Q2 2026, an estimated $1.07K.
  • KKR & Co made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #376 holding.
  • Valley National Advisers first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
  • Valley National Advisers's KKR & Co position peaked at $160K in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.