Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$539,482
-$55,663 QoQ
Shares Held
5,878
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#747
of 1,261 holders
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 Jun 30, 2026Family Manage LLC holds $20,205,057 across 13 Asset Management names. KKR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
14,663 | $6,726,797 | |
| 2 | ARCC |
Ares Capital Corp
|
220,010 | $4,076,785 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
287,881 | $3,707,907 | |
| 4 | BSTZ |
BlackRock Science & Technology Term Trust
|
53,556 | $1,608,286 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
138,173 | $1,182,760 | |
| 6 | KKR |
KKR & Co. Inc.
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|
5,878 | $539,482 | |
| 7 | BX |
Blackstone Inc.
|
4,182 | $492,095 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
16,582 | $474,742 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,482 | 5,878 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $595,145 | 6,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $580,161 | 4,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,713 | 4,538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $603,690 | 4,538 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $524,638 | 4,538 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $671,215 | 4,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $592,572 | 4,538 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,579 | 4,538 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $456,432 | 4,538 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $375,973 | 4,538 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,784 | 6,003 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $336,392 | 6,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,317 | 6,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,659 | 6,003 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $258,129 | 6,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,878 | 6,003 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $350,995 | 6,003 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $447,223 | 6,003 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,462 | 6,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $355,617 | 6,003 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $293,246 | 6,003 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $243,061 | 6,003 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $206,143 | 6,003 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $246,505 | 10,503 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||