Position in KKR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$16,333,095
+$298,789 QoQ
Shares Held
176,574
+40.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Brookstone Capital Management holds $81,346,625 across 38 Asset Management names. KKR ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
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|
176,574 | $16,333,095 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
635,909 | $15,509,820 | |
| 3 | TROW |
Price T Rowe Group Inc
|
101,681 | $9,165,525 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
516,373 | $8,576,955 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
227,167 | $8,050,798 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
166,301 | $7,935,883 | |
| 7 | PFG |
Principal Financial Group Inc
|
15,876 | $1,430,586 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
122,374 | $1,353,456 |
All Filings in KKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,333,095 | 176,574 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $16,034,306 | 125,779 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $12,914,171 | 99,378 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,169,437 | 98,996 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $302,320 | 2,615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $335,311 | 2,267 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||