Position in KKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,799,897
-$26,423 QoQ
Shares Held
19,611
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#501
of 1,265 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $12,572,990 across 14 Asset Management names. KKR ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
38,085 | $4,505,836 | |
| 2 | KKR |
KKR & Co. Inc.
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|
19,611 | $1,799,897 | |
| 3 | BLK |
BlackRock, Inc.
|
1,829 | $1,758,693 | |
| 4 | STT |
State Street Corp
|
4,681 | $793,897 | |
| 5 | BX |
Blackstone Inc.
|
4,459 | $524,690 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,131 | $518,857 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,865 | $435,565 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,330 | $397,364 |
All Filings in KKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,799,897 | 19,611 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,826,320 | 19,744 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,398,153 | 18,812 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,449,557 | 18,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,528,102 | 19,004 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,245,955 | 19,427 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,814,579 | 19,029 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,204,172 | 24,538 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,560,383 | 24,329 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,410,902 | 23,970 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,985,914 | 23,970 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,519,056 | 24,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,311,800 | 23,425 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,220,459 | 23,238 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||