Position in KKR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,448,475
-$938,668 QoQ
Shares Held
26,470
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $59,246,558 across 26 Asset Management names. KKR ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
793,054 | $9,754,564 | |
| 2 | BX |
Blackstone Inc.
|
65,622 | $7,545,873 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
728,901 | $7,507,680 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
265,800 | $6,482,862 | |
| 5 | MAIN |
Main Street Capital CORP
|
106,862 | $5,659,411 | |
| 6 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
243,330 | $3,513,685 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
89,004 | $3,154,301 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
26,470 | $2,448,475 |
All Filings in KKR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,448,475 | 26,470 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,387,143 | 26,570 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,427,561 | 26,376 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,490,707 | 26,240 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,793,946 | 24,167 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,574,669 | 17,407 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,245,714 | 17,198 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,708,255 | 16,232 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,618,332 | 16,090 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,281,440 | 15,467 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $877,245 | 14,241 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $795,816 | 14,211 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $734,072 | 13,977 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $645,980 | 13,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $575,985 | 13,395 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $623,248 | 13,464 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $915,523 | 15,658 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,237,221 | 16,607 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $998,188 | 16,396 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $593,703 | 10,022 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||