Washington Trust Bank’s KKR & Co KKR Stock Holding History

Washington Trust 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	$245K	Hold	2,644	–	–	0.02%	187
2025 Q4	$337K	Hold	2,644	–	–	0.02%	166
2025 Q3	$344K	Hold	2,644	–	–	0.03%	167
2025 Q2	$352K	Hold	2,644	–	–	0.03%	166
2025 Q1	$306K	Sell	2,644 -1	-0%	-$138	0.03%	164
2024 Q4	$391K	Buy	2,645 +1	+0%	+$147	0.04%	147
2024 Q3	$345K	Hold	2,644	–	–	0.03%	159
2024 Q2	$278K	Hold	2,644	–	–	0.03%	168
2024 Q1	$266K	Hold	2,644	–	–	0.03%	188
2023 Q4	$219K	Buy	+2,644	New	+$179K	0.02%	208
2019 Q2	–	Sell	-2,440	Closed	-$57K	–	393
2019 Q1	$57K	Hold	2,440	–	–	0.01%	327
2018 Q4	$48K	Hold	2,440	–	–	0.01%	342
2018 Q3	$67K	Hold	2,440	–	–	0.01%	336
2018 Q2	$61K	Hold	2,440	–	–	0.01%	362
2018 Q1	$50K	Sell	2,440 -848	-26%	-$18.8K	0.01%	402
2017 Q4	$69K	Buy	3,288 +640	+24%	+$12.9K	0.01%	375
2017 Q3	$54K	Buy	+2,648	New	+$50.2K	0.01%	401
2015 Q3	–	Sell	-1,030	Closed	-$24K	–	790
2015 Q2	$24K	Hold	1,030	–	–	0.01%	530
2015 Q1	$23K	Hold	1,030	–	–	0.01%	554
2014 Q4	$24K	Hold	1,030	–	–	0.01%	586
2014 Q3	$23K	Sell	1,030 -582	-36%	-$13.7K	0.01%	582
2014 Q2	$39K	Buy	1,612 +582	+57%	+$13.6K	0.01%	518
2014 Q1	$24K	Buy	+1,030	New	+$24.9K	0.01%	588

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Washington Trust Bank's KKR Position: Q1 2026 in Review

Washington Trust Bank held its KKR & Co (KKR) position steady in Q1 2026 at 2,644 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #187.

Washington Trust Bank first reported a position in KKR in Q1 2014 and has held it in 23 quarters since. The position peaked at $391K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Washington Trust Bank held 2,644 shares of KKR & Co worth $245K as of Q1 2026.
Washington Trust Bank left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.02% of Washington Trust Bank's portfolio in Q1 2026, its #187 holding.
Washington Trust Bank first reported a position in KKR & Co in Q1 2014 and has held it in 23 quarters since.
Washington Trust Bank's KKR & Co position peaked at $391K in Q4 2024.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.