Position in KKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$291,126
+$29,166 QoQ
Shares Held
3,172
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#232
of 396 holders
Holding Since
Mar 2022
12 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, 2026Legacy Advisors, LLC holds $2,477,223 across 8 Asset Management names. KKR ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
5,474 | $644,125 | |
| 2 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
50,000 | $507,000 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
9,161 | $390,166 | |
| 4 | KKR |
KKR & Co. Inc.
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|
3,172 | $291,126 | |
| 5 | BLK |
BlackRock, Inc.
|
257 | $247,120 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
17,000 | $148,750 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
12,019 | $143,026 | |
| 8 | CION |
CION Investment Corp
|
17,000 | $105,910 |
All Filings in KKR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,126 | 3,172 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $261,960 | 2,832 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $308,756 | 2,422 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $330,462 | 2,543 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $452,497 | 3,914 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $910,090 | 6,153 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $515,921 | 3,951 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $385,494 | 3,663 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $850,303 | 8,454 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $282,849 | 3,414 | Shares | Sole | 2024-02-12 | |
| 2022-06-30 | $215,665 | 4,659 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $209,614 | 3,585 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||