Position in KKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,940,961
-$771,369 QoQ
Shares Held
108,313
-6.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#260
of 1,265 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. KKR ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
254,392 | $30,097,113 | |
| 2 | KKR |
KKR & Co. Inc.
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|
108,313 | $9,940,961 | |
| 3 | BX |
Blackstone Inc.
|
63,714 | $7,497,219 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
167,767 | $3,165,763 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
82,485 | $2,488,572 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,499 | $1,186,744 | |
| 7 | BLK |
BlackRock, Inc.
|
1,156 | $1,111,559 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,713 | $785,851 |
All Filings in KKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,940,961 | 108,313 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,712,330 | 115,809 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,155,039 | 103,193 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,162,762 | 101,291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,355,012 | 100,391 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,279,373 | 97,564 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,500,796 | 98,038 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,841,496 | 98,342 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,464,115 | 99,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,812,080 | 97,555 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,237,692 | 99,429 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,377,509 | 103,531 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,699,064 | 101,769 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,333,825 | 101,558 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,668,365 | 100,568 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $731 | 17 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||