Position in KKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$807,664
-$6,336 QoQ
Shares Held
8,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#655
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, 2026Fiduciary Group, LLC holds $15,921,301 across 16 Asset Management names. KKR ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,608 | $5,484,363 | |
| 2 | BLK |
BlackRock, Inc.
|
2,710 | $2,605,827 | |
| 3 | NTRS |
Northern Trust Corp
|
8,581 | $1,491,721 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
59,758 | $1,416,862 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
8,800 | $807,664 | |
| 6 | ARCC |
Ares Capital Corp
|
42,823 | $793,510 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,812 | $687,617 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
62,489 | $679,255 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,664 | 8,800 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||