WFC
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Western Financial Corp’s KKR & Co KKR Stock Holding History

Western Financial Corp’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 		– Sell
-6,377
Closed -$813K – 137
2025
Q4 		$813K Buy
6,377
+76
+1% +$9.45K 0.32% 67
2025
Q3 		$819K Sell
6,301
-49
-0.8% -$6.96K 0.36% 68
2025
Q2 		$845K Sell
6,350
-45
-0.7% -$5.27K 0.45% 65
2025
Q1 		$739K Buy
+6,395
New +$880K 0.43% 73

Other funds holding KKR

BlackRock
BlackRock New York $5.72T 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 $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Western Financial Corp's KKR Position: Q1 2026 in Review

Western Financial Corp sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 6,377 shares — an estimated $813K sold.

Western Financial Corp first reported a position in KKR in Q1 2025 and held it in 4 quarters. The position peaked at $845K in Q2 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Western Financial Corp reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 6,377 KKR & Co shares in Q1 2026, an estimated $813K.
  • Western Financial Corp first reported a position in KKR & Co in Q1 2025 and held it in 4 quarters.
  • Western Financial Corp's KKR & Co position peaked at $845K in Q2 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.