In a recent congressional trade report, it was revealed that Representative Ann Wagner from Missouri’s 2nd congressional district made significant investments and sales in the private equity sector.
Wagner purchased stakes in KKR Private Equity Conglomerate LLC Class I (HN), a significant move considering the transaction’s value fell between $250,001 and $500,000. The purchase was made on June 22, 2026, and was reported the following day. KKR, the parent company with an $84.3 billion market cap, is a prominent player in the Capital Markets industry according to InvestingPro analysis. The stock has faced headwinds recently, declining 32% over the past year and currently trading at $93.84, down 39% from its 52-week high of $153.87. InvestingPro data indicates the stock appears overvalued based on Fair Value analysis.
The KKR Private Equity Conglomerate LLC Class I is a part of her holdings in Fidelity Trust, an investment vehicle owned by Wagner. The private equity investment was made through non-exchange traded hedge funds and private equity funds (HN). For investors tracking KKR, InvestingPro offers 11 additional exclusive ProTips and comprehensive analysis through its Pro Research Report, available for this and 1,400+ other US equities.
In addition to her purchase in KKR Private Equity, Wagner also sold her stakes in Partners Group Private Equity Master FD LLC Unit CL I (HN). The transaction, which took place on June 10, 2026, was reported a day later. The value of the sale fell in the range of $15,001 to $50,000.
The Partners Group Private Equity Master FD LLC Unit CL I is also a subholding of Wagner’s Fidelity Trust account. This transaction was also executed through non-exchange traded hedge funds and private equity funds (HN).
These transactions provide an insight into Wagner’s investment strategy, highlighting her active participation in the private equity sector. The filings were certified and signed by Wagner on July 2, 2026.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Leave a comment