Position in KKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$257,625
-$3,594 QoQ
Shares Held
2,807
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#921
of 1,261 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $27,832,813 across 6 Asset Management names. KKR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
238,017 | $25,653,471 | |
| 2 | BLK |
BlackRock, Inc.
|
1,040 | $1,000,022 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,578 | $365,336 | |
| 4 | BX |
Blackstone Inc.
|
2,463 | $289,820 | |
| 5 | AMP |
Ameriprise Financial Inc
|
581 | $266,539 | |
| 6 | KKR |
KKR & Co. Inc.
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|
2,807 | $257,625 |
All Filings in KKR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,625 | 2,807 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $261,219 | 2,824 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||