Bollard Group LLC

Position in KKR — KKR & Co. Inc.

CIK 1556218 BOSTON, MA

Back to KKR Full portfolio

Position in KKR

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

Position Value

$25,855,068

-$166,384 QoQ

Shares Held

281,707

+0.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#142

of 1,265 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $25,999,976 across 9 Asset Management names. KKR ranks #1 (99.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	281,707	$25,855,068
2	BLK	BlackRock, Inc.	61	$58,655
3	HQH	abrdn Healthcare Investors	1,506	$33,101
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	2,573	$25,241
5	BX	Blackstone Inc.	88	$10,354
6	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	413	$6,273
7	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	323	$4,806
8	GOF	Guggenheim Strategic Opportunities Fund	419	$4,575

All Filings in KKR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,855,068	281,707	+0.1%	Shares	Defined	2026-08-12
2026-03-31	$26,021,452	281,313	+0.1%	Shares	Defined	2026-05-14
2025-12-31	$35,811,554	280,919	+0.1%	Shares	Defined	2026-02-13
2025-09-30	$36,468,388	280,634	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$37,299,217	280,382	+0.1%	Shares	Defined	2025-08-13
2025-03-31	$32,380,973	280,088	+0.1%	Shares	Defined	2025-05-15
2024-12-31	$41,391,134	279,840	-6.7%	Shares	Defined	2025-02-14
2024-09-30	$39,183,662	300,074	-1.0%	Shares	Defined	2024-11-13
2024-06-30	$31,895,402	303,073	+0.1%	Shares	Defined	2024-08-14
2024-03-31	$30,449,488	302,739	+0.1%	Shares	Defined	2024-05-13
2023-12-31	$25,053,757	302,399	+0.1%	Shares	Defined	2024-02-13
2023-09-30	$18,600,428	301,955	+0.2%	Shares	Defined	2023-11-14
2023-06-30	$16,879,520	301,420	+0.2%	Shares	Defined	2023-08-14
2023-03-31	$15,798,121	300,802	+0.2%	Shares	Defined	2023-05-12
2022-12-31	$13,937,651	300,251	+0.3%	Shares	Defined	2023-02-10
2022-09-30	$12,871,491	299,337	+0.3%	Shares	Defined	2022-11-09
2022-06-30	$13,814,880	298,442	-3.3%	Shares	Defined	2022-08-12
2022-03-31	$18,049,104	308,690	+0.3%	Shares	Defined	2022-05-12
2021-12-31	$22,938,773	307,903	+0.2%	Shares	Defined	2022-02-11
2021-09-30	$18,709,337	307,315	+0.2%	Shares	Defined	2021-11-12
2021-06-30	$18,164,465	306,625	+0.3%	Shares	Defined	2021-08-12
2021-03-31	$14,940,137	305,837	+0.3%	Shares	Defined	2021-05-11
2020-12-31	$12,348,356	304,973	+0.4%	Shares	Defined	2021-02-04
2020-09-30	$10,436,235	303,909	+0.4%	Shares	Defined	2020-11-12
2020-06-30	$9,349,661	302,774	+0.5%	Shares	Defined	2020-08-13
2020-03-31	$7,072,473	301,341	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.