SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in KKR — KKR & Co. Inc.
CIK 1079935
LOS ANGELES, CA
Position in KKR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$327,653
-$130,037 QoQ
Shares Held
3,570
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#859
of 1,265 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $21,444,105 across 12 Asset Management names. KKR ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17,621 | $16,943,648 | |
| 2 | BX |
Blackstone Inc.
|
10,267 | $1,208,117 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
45,582 | $761,218 | |
| 4 | MHD |
Blackrock Muniholdings Fund, Inc.
|
48,961 | $582,635 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
17,680 | $506,178 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
3,570 | $327,653 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
23,692 | $300,414 | |
| 8 | ARCC |
Ares Capital Corp
|
12,825 | $237,647 |
All Filings in KKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,653 | 3,570 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $457,690 | 4,948 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $12,410,177 | 97,350 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $12,861,020 | 98,969 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,686,205 | 132,949 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,198,668 | 131,465 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $516,649 | 3,493 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $454,810 | 3,483 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $263,205 | 2,501 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||