Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,806
-$1,944 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#934
of 1,261 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $12,112,339 across 12 Asset Management names. KKR ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,611 | $3,838,153 | |
| 3 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 5 | BX |
Blackstone Inc.
|
3,181 | $374,308 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 | |
| 7 | NTRS |
Northern Trust Corp
|
1,817 | $315,867 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
2,700 | $247,806 |
All Filings in KKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,806 | 2,700 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $249,750 | 2,700 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $254,960 | 2,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $261,069 | 2,009 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $266,060 | 2,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $240,353 | 2,079 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $299,517 | 2,025 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $264,424 | 2,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,422 | 2,218 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $340,362 | 3,384 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||