Focus Partners Wealth

Position in KKR — KKR & Co. Inc.

CIK 1542153 ST LOUIS, MO

Position in KKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$39,011,505

-$7,379,231 QoQ

Shares Held

421,746

+15.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 76.74689367799837.ToString("F0")% Shared 0.ToString("F0")% None 23.25310632200162.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,352,411,274 across 170 Asset Management names. KKR ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	3,254,362	$362,601,014
2	BX	Blackstone Inc.	2,510,528	$288,685,614
3	BLK	BlackRock, Inc.	187,523	$180,342,744
4	BN	BROOKFIELD Corp /ON/	1,434,504	$58,054,376
5	BPRE	Bluerock Private Real Estate Fund	3,020,285	$50,166,933
6	KKR	KKR & Co. Inc. This page	421,746	$39,011,505
7	EOI	Eaton Vance Enhanced Equity Income Fund	1,472,565	$27,654,770
8	ARCC	Ares Capital Corp	1,163,561	$20,967,369

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	-20.5%	Shares	Sole	2025-05-20
2024-12-31	$56,406,070	381,354	+0.4%	Shares	Sole	2025-05-29
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.