Focus Partners Wealth

Position in KKR — KKR & Co. Inc.

CIK 1542153 ST LOUIS, MO

Position in KKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$28,292,011

-$10,719,494 QoQ

Shares Held

308,259

-26.9% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#131

of 1,265 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,057,308,375 across 167 Asset Management names. KKR ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	1,675,214	$197,122,431
2	APO	Apollo Global Management, Inc.	1,645,757	$194,709,510
3	BLK	BlackRock, Inc.	186,980	$179,792,488
4	BN	BROOKFIELD Corp /ON/	1,349,594	$57,479,208
5	BPRE	Bluerock Private Real Estate Fund	3,257,464	$42,379,606
6	KKR	KKR & Co. Inc. This page	308,259	$28,292,011
7	STT	State Street Corp	118,422	$20,084,371
8	PFG	Principal Financial Group Inc	174,626	$18,821,190

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,292,011	308,259	-26.9%	Shares	Sole	2026-08-12
2026-03-31	$39,011,505	421,746	+15.9%	Shares	Sole	2026-05-15
2025-12-31	$46,390,736	363,906	+22.9%	Shares	Sole	2026-02-13
2025-09-30	$38,475,336	296,078	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$40,283,213	302,813	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$35,041,275	303,099	-20.4%	Shares	Sole	2025-05-20
2024-12-31	$56,332,115	380,854	+0.3%	Shares	Sole	2025-05-20
2024-09-30	$49,605,775	379,888	+4.1%	Shares	Sole	2024-11-14
2024-06-30	$38,416,493	365,037	+0.8%	Shares	Sole	2024-08-15
2024-03-31	$36,408,954	361,990	+8.9%	Shares	Sole	2024-05-16
2023-12-31	$27,533,623	332,331	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.