Stocks
KKR
BANK OF MONTREAL /CAN/

BANK OF MONTREAL /CAN/

CIK

0000927971

City

TORONTO

State / Country

Stock

KKR — KKR & Co. Inc.

Holdings in KKR

Position Over Time

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$134,283,220	1,053,367	+3.4%	Shares	Defined	2026-02-12
2025-09-30	$132,412,158	1,018,947	+5.0%	Shares	Defined	2025-11-13
2025-06-30	$129,146,983	970,811	+3136.0%	Shares	Defined	2025-08-05
2025-03-31	$3,468,300	30,000	-97.3%	Shares	Defined	2025-05-13
2025-03-31	$130,231,540	1,126,473	-10.1%	Shares	Defined	2025-05-13
2024-12-31	$185,243,813	1,252,409	+2210.7%	Shares	Defined	2025-02-13
2024-09-30	$7,077,436	54,200	-95.8%	Shares	Defined	2024-11-13
2024-09-30	$169,758,174	1,300,032	-8.6%	Shares	Defined	2024-11-13
2024-06-30	$149,733,996	1,422,786	+17.6%	Shares	Defined	2024-08-14
2024-03-31	$121,737,301	1,210,353	+31.0%	Shares	Defined	2024-05-13
2023-12-31	$76,528,046	923,694	+0.6%	Shares	Defined	2024-02-08
2023-09-30	$56,535,554	917,785	+2347.4%	Shares	Defined	2023-11-01
2023-06-30	$2,100,000	37,500	-96.2%	Shares	Defined	2023-08-02
2023-06-30	$54,963,160	981,485	-13.7%	Shares	Defined	2023-08-02
2023-03-31	$59,717,023	1,137,034	+5.5%	Shares	Defined	2024-06-13
2022-12-31	$50,042,196	1,078,031	-55.0%	Shares	Defined	2023-02-01
2022-09-30	$103,116,365	2,398,055	+162.7%	Shares	Defined	2022-11-10
2022-06-30	$42,249,388	912,711	-4.7%	Shares	Defined	2022-08-11
2022-03-31	$55,987,243	957,538	+598.3%	Shares	Defined	2022-05-12
2021-12-31	$10,216,110	137,129	-88.5%	Shares	Defined	2022-02-11
2021-09-30	$72,855,395	1,196,705	+14.1%	Shares	Defined	2021-11-12
2021-06-30	$62,146,785	1,049,068	+92.9%	Shares	Defined	2021-08-12
2021-03-31	$26,565,312	543,814	+25.4%	Shares	Defined	2021-05-13
2020-12-31	$17,564,115	433,789	+12.2%	Shares	Defined	2021-02-12
2020-09-30	$13,272,958	386,516	-0.3%	Shares	Defined	2020-11-12
2020-06-30	$11,970,662	387,651	+7.0%	Shares	Defined	2020-08-12
2020-03-31	$8,503,932	362,332	—	Shares	Defined	2020-05-13