BRADLEY FOSTER & SARGENT INC/CT

Position in KKR — KKR & Co. Inc.

CIK 1015086 HARTFORD, CT

Position in KKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$976,998

-$71,489 QoQ

Shares Held

10,645

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#610

of 1,261 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $24,046,933 across 14 Asset Management names. KKR ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	39,092	$6,630,003
2	BX	Blackstone Inc.	52,412	$6,167,320
3	BLK	BlackRock, Inc.	2,573	$2,474,093
4	AMP	Ameriprise Financial Inc	4,933	$2,263,063
5	PHYS	Sprott Physical Gold Trust	35,122	$1,059,630
6	TROW	Price T Rowe Group Inc	8,883	$1,009,908
7	KKR	KKR & Co. Inc. This page	10,645	$976,998
8	ARCC	Ares Capital Corp	42,872	$794,418

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,998	10,645	-6.1%	Shares	Sole	2026-08-14
2026-03-31	$1,048,487	11,335	-13.5%	Shares	Sole	2026-05-15
2025-12-31	$1,669,988	13,100	-10.2%	Shares	Sole	2026-02-12
2025-09-30	$1,896,620	14,595	-7.9%	Shares	Sole	2025-11-10
2025-06-30	$2,107,993	15,846	-2.3%	Shares	Sole	2025-08-11
2025-03-31	$1,875,078	16,219	-3.4%	Shares	Sole	2025-05-13
2024-12-31	$2,483,704	16,792	+6.1%	Shares	Sole	2025-02-03
2024-09-30	$2,066,036	15,822	+25.6%	Shares	Sole	2024-11-04
2024-06-30	$1,326,024	12,600	+18.5%	Shares	Sole	2024-08-09
2024-03-31	$1,069,869	10,637	0.0%	Shares	Sole	2024-05-15
2023-12-31	$881,275	10,637	+3.8%	Shares	Sole	2024-02-14
2023-09-30	$631,400	10,250	0.0%	Shares	Sole	2023-11-13
2023-06-30	$574,000	10,250	-4.4%	Shares	Sole	2023-08-08
2023-03-31	$563,066	10,721	0.0%	Shares	Sole	2023-05-08
2022-12-31	$497,668	10,721	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$467,238	10,866	0.0%	Shares	Sole	2022-11-14
2022-06-30	$502,987	10,866	0.0%	Shares	Sole	2022-08-11
2022-03-31	$635,335	10,866	-8.4%	Shares	Sole	2022-05-16
2021-12-31	$883,570	11,860	0.0%	Shares	Sole	2022-03-11
2021-09-30	$722,036	11,860	+2.2%	Shares	Sole	2021-11-10
2021-06-30	$687,480	11,605	-11.4%	Shares	Sole	2021-08-19
2021-03-31	$640,179	13,105	0.0%	Shares	Sole	2021-04-26
2020-12-31	$530,621	13,105	+18.0%	Shares	Sole	2021-02-11
2020-09-30	$381,345	11,105	+29.1%	Shares	Sole	2020-10-26
2020-03-31	$201,959	8,605	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.