Position in KKR
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$5,980,032
-$7,249,205 QoQ
Shares Held
64,649
-37.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3.5793283732153633.ToString("F0")%
Shared 0.ToString("F0")%
None 96.42067162678464.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,866,626 across 303 Asset Management names. KKR ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in KKR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,980,032 | 64,649 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $13,229,237 | 103,775 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,742,897 | 98,060 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,217,182 | 106,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,551,466 | 82,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,257,667 | 55,829 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,271,365 | 48,027 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $770,462 | 7,321 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $638,180 | 6,345 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $361,805 | 4,367 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,120 | 3,963 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,408 | 4,168 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $229,144 | 4,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $356,644 | 7,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $809,518 | 18,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,192,708 | 25,766 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,326,275 | 22,683 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $742,690 | 9,969 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $385,066 | 6,325 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $708,214 | 11,955 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $210,494 | 4,309 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||