First Bank & Trust

Bank

Position in KKR — KKR & Co. Inc.

CIK 1692632 BROOKINGS, SD

Position in KKR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$961,211

+$24,741 QoQ

Shares Held

10,473

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#619

of 1,265 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

First Bank & Trust holds $2,797,767 across 5 Asset Management names. KKR ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	10,473	$961,211
2	PFG	Principal Financial Group Inc	7,216	$777,739
3	AMP	Ameriprise Financial Inc	1,247	$572,073
4	RJF	Raymond James Financial Inc	1,626	$247,200
5	TROW	Price T Rowe Group Inc	2,107	$239,544

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,211	10,473	+3.4%	Shares	Sole	2026-07-09
2026-03-31	$936,470	10,124	+33.4%	Shares	Sole	2026-04-10
2025-12-31	$967,700	7,591	-3.5%	Shares	Sole	2026-01-12
2025-09-30	$1,022,186	7,866	+1.8%	Shares	Sole	2025-10-10
2025-06-30	$1,027,656	7,725	+4.1%	Shares	Sole	2025-07-09
2025-03-31	$858,057	7,422	+1.3%	Shares	Sole	2025-04-28
2024-12-31	$1,083,292	7,324	+8.2%	Shares	Sole	2025-02-03
2024-09-30	$884,026	6,770	+3.6%	Shares	Sole	2024-10-24
2024-06-30	$687,848	6,536	+1.6%	Shares	Sole	2024-07-09
2024-03-31	$646,930	6,432	+13.7%	Shares	Sole	2024-04-17
2023-12-31	$468,765	5,658	+15.5%	Shares	Sole	2024-01-12
2023-09-30	$301,716	4,898	-2.2%	Shares	Sole	2023-10-11
2023-06-30	$280,336	5,006	-2.7%	Shares	Sole	2023-07-12
2023-03-31	$270,110	5,143	+8.0%	Shares	Sole	2023-04-25
2022-12-31	$221,005	4,761	+7.8%	Shares	Sole	2023-01-27
2022-06-30	$204,370	4,415	+15.4%	Shares	Sole	2022-07-22
2022-03-31	$223,706	3,826	+15.5%	Shares	Sole	2022-04-29
2021-12-31	$246,818	3,313	+3.3%	Shares	Sole	2022-02-01
2021-09-30	$195,242	3,207	+4.8%	Shares	Sole	2021-10-18
2021-06-30	$181,333	3,061	+13.5%	Shares	Sole	2021-08-10
2021-03-31	$131,797	2,698	+13.2%	Shares	Sole	2021-04-14
2020-12-31	$96,487	2,383	+2.8%	Shares	Sole	2021-01-27
2020-09-30	$79,600	2,318	+9.0%	Shares	Sole	2020-10-26
2020-06-30	$65,681	2,127	-8.9%	Shares	Sole	2020-08-05
2020-03-31	$54,778	2,334	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.