Position in KKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$797,751
-$1,387,376 QoQ
Shares Held
8,692
-63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#657
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. KKR ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
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|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,751 | 8,692 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,185,127 | 23,623 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,391,431 | 34,448 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,947,811 | 45,770 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,143,990 | 46,185 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,833,191 | 41,806 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,985,178 | 40,465 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,999,516 | 38,287 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,821,159 | 36,309 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,381,700 | 33,622 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $40,762 | 492 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $30,307 | 492 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $27,552 | 492 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $25,839 | 492 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,077,918 | 23,221 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,281,486 | 29,802 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,371,433 | 29,627 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,563,604 | 26,742 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,972,983 | 26,483 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,448,898 | 40,225 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,303,132 | 38,878 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,992,591 | 40,790 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,702,887 | 42,057 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,505,293 | 43,835 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,652,110 | 53,501 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,498,629 | 63,853 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||