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Kkr & Co shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

All positions including Kkr & Co held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $684k 5.4k 127.48

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Kkr & Co

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
FMR
Massachusetts Financial Services
Principal Financial Group
Geode Capital Management
Norges Bank Investment Management
Invesco
T. Rowe Price Investment Management
First Manhattan
Akre Capital Management
Manufacturers Life Insurance Company

View all funds holding Kkr & Co