VisionPoint Advisory Group’s KKR & Co KKR Stock Holding History

VisionPoint Advisory Group’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 Q3	$1.03M	Buy	11,325 +991	+10%	+$101K	0.16%	141
2026 Q2	$948K	Buy	10,334 +2,128	+26%	+$206K	0.15%	151
2026 Q1	$759K	Buy	8,206 +2,143	+35%	+$226K	0.14%	165
2025 Q4	$773K	Buy	+6,063	New	+$754K	0.15%	155
2024 Q3	–	Sell	-24	Closed	-$2.53K	–	525
2024 Q2	$2.53K	Buy	24 +6	+33%	+$611	﹤0.01%	640
2024 Q1	$1.81K	Sell	18 -12	-40%	-$1.1K	﹤0.01%	689
2023 Q4	$2.49K	Sell	30 -41	-58%	-$2.78K	﹤0.01%	588
2023 Q3	$4.37K	Sell	71 -2	-3%	-$121	﹤0.01%	513
2023 Q2	$4.09K	Buy	+73	New	+$3.82K	﹤0.01%	463

Other funds holding KKR

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

VisionPoint Advisory Group's KKR Position: Q3 2026 in Review

VisionPoint Advisory Group increased its KKR & Co (KKR) stake by 9.6% in Q3 2026, buying an estimated $101K and bringing the position to 11,325 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #141.

VisionPoint Advisory Group first reported a position in KKR in Q2 2023 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

VisionPoint Advisory Group held 11,325 shares of KKR & Co worth $1.03M as of Q3 2026.
VisionPoint Advisory Group bought 991 KKR & Co shares in Q3 2026, an estimated $101K.
KKR & Co made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #141 holding.
VisionPoint Advisory Group first reported a position in KKR & Co in Q2 2023 and has held it in 9 quarters since.
54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.