Position in KKR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$52,540
-$19,868 QoQ
Shares Held
568
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $397,016 across 8 Asset Management names. KKR ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
250 | $240,427 | |
| 2 | EVN |
Eaton Vance Municipal Income Trust
|
8,230 | $85,674 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
568 | $52,540 | |
| 4 | ARCC |
Ares Capital Corp
|
900 | $16,218 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2 | $888 | |
| 6 | PFG |
Principal Financial Group Inc
|
9 | $810 | |
| 7 | RJF |
Raymond James Financial Inc
|
2 | $289 | |
| 8 | IVZ |
Invesco Ltd.
|
7 | $170 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,540 | 568 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $72,408 | 568 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $73,811 | 568 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $75,561 | 568 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $65,666 | 568 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $84,012 | 568 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $74,169 | 568 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $59,776 | 568 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $57,129 | 568 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $47,058 | 568 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,988 | 568 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $31,808 | 568 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $29,831 | 568 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $26,366 | 568 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $24,424 | 568 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $26,292 | 568 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $33,210 | 568 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $42,316 | 568 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,579 | 568 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $33,648 | 568 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $27,746 | 568 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $22,998 | 568 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,505 | 568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,539 | 568 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $13,330 | 568 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||