Position in KKR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,035,390
-$433,227 QoQ
Shares Held
205,788
+34.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.20%
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, 2026REGIONS FINANCIAL CORP holds $119,639,117 across 23 Asset Management names. KKR ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
78,843 | $75,824,101 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
205,788 | $19,035,390 | |
| 3 | AMP |
Ameriprise Financial Inc
|
17,824 | $7,920,985 | |
| 4 | APAM |
Artisan Partners Asset Management Inc.
|
89,511 | $3,257,305 | |
| 5 | RJF |
Raymond James Financial Inc
|
21,363 | $3,093,148 | |
| 6 | BX |
Blackstone Inc.
|
18,491 | $2,126,280 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
30,547 | $1,236,237 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
70,987 | $898,695 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,035,390 | 205,788 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $19,468,617 | 152,719 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $20,857,754 | 160,506 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,996,899 | 22,528 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,442,376 | 21,126 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,380,630 | 22,856 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,171,787 | 24,290 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,632,683 | 25,016 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $3,035,201 | 30,177 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,158,904 | 26,058 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,753,012 | 28,458 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,467,816 | 26,211 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $291,433 | 5,549 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,083 | 5,689 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $842,929 | 19,603 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $926,910 | 20,024 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,176,474 | 20,121 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,547,439 | 20,771 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,162,503 | 19,095 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,123,901 | 18,972 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $937,431 | 19,190 | Shares | Sole | 2021-06-02 | |
| 2020-12-31 | $672,619 | 16,612 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $569,872 | 16,595 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $459,309 | 14,874 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $349,092 | 14,874 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||