Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,290,579
-$107,588 QoQ
Shares Held
90,331
-0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#285
of 1,267 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Texas Yale Capital Corp. holds $64,618,723 across 23 Asset Management names. KKR ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
142,631 | $16,783,389 | |
| 2 | KKR |
KKR & Co. Inc.
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|
90,331 | $8,290,579 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
189,447 | $8,068,547 | |
| 4 | BLK |
BlackRock, Inc.
|
6,164 | $5,927,055 | |
| 5 | CG |
Carlyle Group Inc.
|
132,429 | $5,576,585 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
101,585 | $4,556,087 | |
| 7 | MAIN |
Main Street Capital CORP
|
76,363 | $3,961,712 | |
| 8 | BCSF |
Bain Capital Specialty Finance, Inc.
|
154,197 | $1,930,546 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,290,579 | 90,331 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,398,167 | 90,791 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,068,021 | 94,666 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,359,674 | 95,111 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,626,276 | 94,913 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,839,824 | 93,762 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,773,951 | 86,363 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,261,088 | 86,239 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,055,270 | 86,044 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,646,762 | 85,969 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,122,531 | 85,969 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,295,690 | 85,969 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,042,128 | 90,038 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,810,621 | 91,596 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,245,387 | 91,456 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,885,609 | 90,363 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,211,371 | 90,978 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,238,502 | 89,593 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,632,660 | 89,029 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,390,376 | 88,541 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,236,045 | 88,387 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,256,935 | 87,143 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,528,258 | 87,139 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,992,181 | 87,134 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,687,424 | 87,028 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,021,846 | 86,146 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||