Position in KKR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$714,781
-$114,758 QoQ
Shares Held
7,788
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#59
of 169 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99.35798664612224.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6420133538777606.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $14,329,220 across 12 Asset Management names. KKR ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
83,557 | $7,023,801 | |
| 2 | DBRG |
DigitalBridge Group, Inc.
|
104,858 | $1,654,659 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
17,521 | $1,334,048 | |
| 4 | RJF |
Raymond James Financial Inc
|
5,434 | $826,130 | |
| 5 | CG |
Carlyle Group Inc.
|
17,840 | $751,241 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
7,788 | $714,781 | |
| 7 | BEN |
Franklin Resources Inc
|
12,753 | $424,291 | |
| 8 | TRIN |
Trinity Capital Inc.
|
20,564 | $367,889 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,781 | 7,788 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $829,539 | 8,968 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,014,740 | 7,960 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,447,122 | 11,136 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $1,790,051 | 13,456 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $1,553,798 | 13,440 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $2,020,598 | 13,661 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $1,882,049 | 14,413 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $2,096,801 | 19,924 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $1,996,009 | 19,845 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $1,620,379 | 19,558 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $784,784 | 12,740 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $713,440 | 12,740 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $669,104 | 12,740 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $591,390 | 12,740 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $546,745 | 12,715 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $628,386 | 13,575 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $1,711,709 | 29,275 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $2,160,872 | 29,005 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $1,746,951 | 28,695 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $1,699,891 | 28,695 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,408,101 | 28,825 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $1,167,124 | 28,825 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $950,359 | 27,675 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $854,604 | 27,675 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $633,103 | 26,975 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||