Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,081,203
+$1,745,428 QoQ
Shares Held
22,676
+524.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#472
of 1,265 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. KKR ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in KKR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,081,203 | 22,676 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $335,775 | 3,630 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $935,065 | 7,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $286,149 | 2,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,083 | 2,361 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,541 | 3,257 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $429,234 | 2,902 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $301,900 | 2,312 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||