Position in KKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,753,618
-$72,922 QoQ
Shares Held
40,898
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#397
of 1,265 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $41,675,163 across 172 Asset Management names. KKR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
195,814 | $7,877,597 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
305,604 | $5,247,220 | |
| 3 | BLK |
BlackRock, Inc.
|
5,105 | $4,908,763 | |
| 4 | KKR |
KKR & Co. Inc.
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|
40,898 | $3,753,618 | |
| 5 | IQI |
Invesco Quality Municipal Income Trust
|
182,631 | $1,848,225 | |
| 6 | APO |
Apollo Global Management, Inc.
|
13,150 | $1,555,776 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
45,615 | $1,376,204 | |
| 8 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
21,041 | $1,054,154 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,753,618 | 40,898 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,826,540 | 41,368 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,039,539 | 39,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,424,242 | 41,741 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,411,527 | 40,679 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,774,808 | 41,301 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,927,345 | 40,074 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,336,412 | 40,867 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,912,297 | 37,175 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,165,822 | 41,418 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,403,063 | 41,075 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,517,099 | 40,862 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,276,568 | 40,653 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,193,707 | 41,769 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,100 | 42,011 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,464,201 | 57,307 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,519,796 | 54,435 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,499,300 | 42,745 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,637,672 | 35,405 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,075,216 | 34,087 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,019,847 | 34,096 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,660,997 | 34,002 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,399,982 | 34,576 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $229,700 | 6,689 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $198,218 | 6,419 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,128,367 | 48,077 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||