Position in KKR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$797,442
-$255,542 QoQ
Shares Held
8,621
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 26.563043730425704.ToString("F0")%
Shared 0.ToString("F0")%
None 73.4369562695743.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GREENLEAF TRUST holds $15,665,243 across 20 Asset Management names. KKR ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,039 | $2,922,636 | |
| 2 | STT |
State Street Corp
|
17,196 | $2,176,324 | |
| 3 | BX |
Blackstone Inc.
|
15,738 | $1,809,711 | |
| 4 | NTRS |
Northern Trust Corp
|
12,504 | $1,745,182 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,521 | $1,120,332 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
8,621 | $797,442 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
17,559 | $651,613 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,650 | $599,231 |
All Filings in KKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $797,442 | 8,621 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,052,984 | 8,260 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,079,494 | 8,307 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $895,690 | 6,733 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $809,038 | 6,998 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $907,723 | 6,137 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $743,391 | 5,693 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $407,173 | 3,869 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $376,269 | 3,741 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $309,941 | 3,741 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $225,640 | 3,663 | Shares | Defined | 2023-11-09 | |
| 2022-09-30 | $208,077 | 4,839 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $223,997 | 4,839 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $224,466 | 3,839 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||