Position in KKR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,994
-$614 QoQ
Shares Held
54
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026NVWM, LLC holds $636,019 across 14 Asset Management names. KKR ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
3,721 | $538,763 | |
| 2 | BLK |
BlackRock, Inc.
|
80 | $76,936 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
54 | $4,994 | |
| 4 | BX |
Blackstone Inc.
|
33 | $3,793 | |
| 5 | STT |
State Street Corp
|
20 | $2,531 | |
| 6 | NTRS |
Northern Trust Corp
|
15 | $2,093 | |
| 7 | PFG |
Principal Financial Group Inc
|
20 | $1,802 | |
| 8 | AMP |
Ameriprise Financial Inc
|
4 | $1,777 |
All Filings in KKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,994 | 54 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,608 | 44 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,717 | 44 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,655 | 35 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,097,600 | 9,494 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,407,955 | 9,519 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,252,784 | 9,594 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,008,830 | 9,586 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,514 | 25 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,071 | 25 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||