Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$285,177
-$96,498 QoQ
Shares Held
3,083
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Klingman & Associates, LLC holds $6,671,699 across 9 Asset Management names. KKR ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
12,243 | $1,772,663 | |
| 2 | BX |
Blackstone Inc.
|
13,362 | $1,536,496 | |
| 3 | BLK |
BlackRock, Inc.
|
862 | $828,994 | |
| 4 | ASST |
Strive, Inc.
|
73,766 | $739,135 | |
| 5 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
48,010 | $529,070 | |
| 6 | ARES |
Ares Management Corp
|
3,434 | $374,649 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
27,788 | $351,796 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
3,083 | $285,177 |
All Filings in KKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,177 | 3,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $381,675 | 2,994 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $380,623 | 2,929 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $346,144 | 2,602 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||