Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$305,994
-$2,401 QoQ
Shares Held
3,334
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#879
of 1,261 holders
Holding Since
Mar 2020
26 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,862,282 across 4 Asset Management names. KKR ranks #2 (16.4% of the industry book) .
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,994 | 3,334 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $308,395 | 3,334 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $428,077 | 3,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $508,494 | 3,913 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $526,000 | 3,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $462,208 | 3,998 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $272,450 | 1,842 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,177,552 | 16,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,389,053 | 22,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,087,135 | 20,751 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,704,970 | 20,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,267,666 | 20,579 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,152,928 | 20,588 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,182,487 | 22,515 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,045,146 | 22,515 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $884,897 | 20,579 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $979,681 | 21,164 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,247,808 | 21,341 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,589,904 | 21,341 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,312,268 | 21,555 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,276,918 | 21,555 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,066,151 | 21,825 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $890,860 | 22,002 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $749,470 | 21,825 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $673,956 | 21,825 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $512,232 | 21,825 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||