Position in KKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,611,271
+$1,485,759 QoQ
Shares Held
126,512
+15.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#239
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Private Wealth Partners, LLC holds $26,369,253 across 7 Asset Management names. KKR ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
126,512 | $11,611,271 | |
| 2 | TPG |
TPG Inc.
|
155,643 | $6,311,323 | |
| 3 | BX |
Blackstone Inc.
|
39,050 | $4,595,013 | |
| 4 | GDV |
Gabelli Dividend & Income Trust
|
79,859 | $2,347,854 | |
| 5 | NTRS |
Northern Trust Corp
|
4,075 | $708,398 | |
| 6 | STT |
State Street Corp
|
3,370 | $571,552 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,892 | $223,842 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,611,271 | 126,512 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,125,512 | 109,465 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,984,556 | 109,700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,178,125 | 124,495 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,036,101 | 120,545 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,313,069 | 115,155 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,245,566 | 116,595 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $15,888,321 | 121,675 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,725,620 | 120,920 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,249,638 | 121,790 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,968,096 | 144,455 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,994,524 | 146,015 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,322,440 | 148,615 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,559,518 | 143,936 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,591,686 | 142,001 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,191,441 | 143,987 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,609,610 | 142,787 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,849,680 | 168,457 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,541,059 | 195,182 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $13,216,134 | 217,085 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,907,507 | 217,885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,622,676 | 217,455 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,877,634 | 219,255 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,671,212 | 223,390 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,918,355 | 224,040 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,181,706 | 220,780 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||