Position in KKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$103,894
+$93,442 QoQ
Shares Held
1,132
+901.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,023
of 1,239 holders
Holding Since
Jun 2021
12 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, 2026SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names. KKR ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
14,892 | $1,657,628 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
8,000 | $340,720 | |
| 3 | BEN |
Franklin Resources Inc
|
8,574 | $285,256 | |
| 4 | KKR |
KKR & Co. Inc.
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|
1,132 | $103,894 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
1,400 | $72,730 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
6,845 | $59,893 | |
| 7 | STEP |
StepStone Group Inc.
|
1,340 | $55,422 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
8,608 | $37,875 |
All Filings in KKR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,894 | 1,132 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,452 | 113 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $129,774 | 1,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,860 | 1,184 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,528 | 455 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $52,935 | 503 | Shares | Sole | 2024-07-26 | |
| 2023-03-31 | $262 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $301,219 | 6,489 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $43 | 1 | Shares | Sole | 2022-11-02 | |
| 2021-12-31 | $5,457,497 | 73,255 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,494,572 | 57,401 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,073,400 | 35,000 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||