Position in KKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,716,194
+$699,249 QoQ
Shares Held
18,699
+70.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#27
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Segment Wealth Management, LLC holds $18,826,434 across 10 Asset Management names. KKR ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
58,240 | $6,890,374 | |
| 2 | MAIN |
Main Street Capital CORP
|
114,748 | $5,953,126 | |
| 3 | KKR |
KKR & Co. Inc.
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|
18,699 | $1,716,194 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
26,977 | $1,148,950 | |
| 5 | BX |
Blackstone Inc.
|
7,268 | $855,225 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
15,000 | $643,050 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,138 | $522,068 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
30,550 | $393,484 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,194 | 18,699 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,016,945 | 10,994 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,374,106 | 10,779 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,400,731 | 10,779 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,635,603 | 12,295 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,153,209 | 9,975 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,382,958 | 9,350 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,155,633 | 8,850 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $931,374 | 8,850 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $890,133 | 8,850 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $733,222 | 8,850 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $545,160 | 8,850 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $495,600 | 8,850 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $464,802 | 8,850 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $410,817 | 8,850 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $380,550 | 8,850 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $409,666 | 8,850 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $517,459 | 8,850 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $659,325 | 8,850 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $575,316 | 9,450 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $559,818 | 9,450 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $461,632 | 9,450 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $382,630 | 9,450 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $324,513 | 9,450 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $291,816 | 9,450 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $221,791 | 9,450 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||