Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,407,480
+$326,960 QoQ
Shares Held
15,216
+79.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0.32202944269190326.ToString("F0")%
Shared 0.ToString("F0")%
None 99.6779705573081.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $53,059,732 across 288 Asset Management names. KKR ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
42,042 | $4,834,409 | |
| 2 | BLK |
BlackRock, Inc.
|
3,418 | $3,287,124 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
50,610 | $2,415,109 | |
| 4 | AMP |
Ameriprise Financial Inc
|
4,076 | $1,811,374 | |
| 5 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
90,158 | $1,693,167 | |
| 6 | IVZ |
Invesco Ltd.
|
63,339 | $1,538,504 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
15,216 | $1,407,480 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
|
113,629 | $1,323,777 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,407,480 | 15,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,080,520 | 8,476 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $887,688 | 6,831 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $853,387 | 6,415 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $594,582 | 5,143 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $731,267 | 4,944 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $349,693 | 2,678 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $261,731 | 2,487 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $105,206 | 1,046 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $82,021 | 990 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $86,856 | 1,410 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $74,424 | 1,329 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $55,513 | 1,057 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,741 | 533 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $27,656 | 473 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||