Position in KKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,864,060
-$734,109 QoQ
Shares Held
20,152
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GM Advisory Group, LLC holds $7,974,619 across 8 Asset Management names. KKR ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
24,918 | $2,865,320 | |
| 2 | KKR |
KKR & Co. Inc.
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|
20,152 | $1,864,060 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,015 | $1,338,711 | |
| 4 | CG |
Carlyle Group Inc.
|
17,231 | $833,808 | |
| 5 | NTRS |
Northern Trust Corp
|
2,978 | $415,639 | |
| 6 | BLK |
BlackRock, Inc.
|
366 | $351,985 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
12,958 | $215,232 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
11,950 | $89,864 |
All Filings in KKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,864,060 | 20,152 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,598,169 | 20,381 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,420,873 | 10,934 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,271,899 | 9,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,105,347 | 9,561 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,414,167 | 9,561 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,248,475 | 9,561 | Shares | Sole | 2024-11-12 | |
| 2020-09-30 | $401,778 | 11,700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,720 | 6,500 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||