Position in KKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$814,000
-$307,824 QoQ
Shares Held
8,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fiduciary Group, LLC holds $15,554,850 across 16 Asset Management names. KKR ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,397 | $5,335,191 | |
| 2 | BLK |
BlackRock, Inc.
|
2,793 | $2,686,056 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
61,553 | $1,458,190 | |
| 4 | NTRS |
Northern Trust Corp
|
8,612 | $1,201,976 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
8,800 | $814,000 | |
| 6 | ARCC |
Ares Capital Corp
|
43,967 | $792,285 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
65,489 | $724,308 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,812 | $647,573 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $814,000 | 8,800 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,121,824 | 8,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,117,570 | 8,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,144,058 | 8,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,005,807 | 8,700 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,286,817 | 8,700 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,136,046 | 8,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $915,588 | 8,700 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $875,046 | 8,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $720,795 | 8,700 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $535,920 | 8,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $487,200 | 8,700 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $501,986 | 9,558 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $443,682 | 9,558 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $410,994 | 9,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $435,126 | 9,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $549,618 | 9,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $700,300 | 9,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $570,750 | 9,375 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $545,008 | 9,200 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $449,420 | 9,200 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $372,508 | 9,200 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $315,928 | 9,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $284,096 | 9,200 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $215,924 | 9,200 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||