Ownership history in PFG Advisors Β· 7 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in KKR & CO INC (KKR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PFG Advisors outperformed the S&P 500 by +33.7% annually on this KKR position. Timing score: 33% (2/6 decisions correct). Average cost basis: $61.25. Maximum drawdown during holding period: β21.7%.
π₯ Exceptional β beat the S&P 500 by 33.7% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $58.60 (2021 Q3) Β· Worst: $146.81 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size