Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,819,564
-$2,646,348 QoQ
Shares Held
85,199
-24.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#292
of 1,265 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $111,415,655 across 74 Asset Management names. KKR ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,835 | $20,995,662 | |
| 2 | BX |
Blackstone Inc.
|
145,297 | $17,097,097 | |
| 3 | RJF |
Raymond James Financial Inc
|
54,515 | $8,287,915 | |
| 4 | KKR |
KKR & Co. Inc.
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|
85,199 | $7,819,564 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
198,183 | $7,739,046 | |
| 6 | STT |
State Street Corp
|
36,385 | $6,170,896 | |
| 7 | ARCC |
Ares Capital Corp
|
192,694 | $3,570,619 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,263 | $2,873,213 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,819,564 | 85,199 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,465,912 | 113,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,998,001 | 78,428 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,102,816 | 23,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,307,923 | 24,866 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,854,873 | 24,694 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,837,524 | 25,945 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,781,092 | 21,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,291,811 | 21,777 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,187,816 | 21,752 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,812,426 | 21,876 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||