Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,949,109
-$21,268 QoQ
Shares Held
43,028
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#387
of 1,265 holders
Holding Since
Dec 2021
18 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, 2026Larson Financial Group LLC holds $27,458,766 across 135 Asset Management names. KKR ranks #1 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
43,028 | $3,949,109 | |
| 2 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
145,361 | $3,203,756 | |
| 3 | MAIN |
Main Street Capital CORP
|
61,004 | $3,164,887 | |
| 4 | ARCC |
Ares Capital Corp
|
140,341 | $2,600,518 | |
| 5 | BX |
Blackstone Inc.
|
17,250 | $2,029,807 | |
| 6 | FSK |
FS KKR Capital Corp
|
191,523 | $2,010,991 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
105,572 | $1,992,143 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
55,308 | $1,668,642 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,949,109 | 43,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,970,377 | 42,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,162,557 | 40,497 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,065,840 | 38,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,082,544 | 38,206 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,209,706 | 36,413 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,115,911 | 34,588 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,344,657 | 33,272 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,404,724 | 32,352 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,195,326 | 31,769 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,673,983 | 32,275 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,080,724 | 33,778 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,875,720 | 33,495 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,748,285 | 33,288 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,520,719 | 32,760 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,494,680 | 34,760 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,453 | 53 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $670 | 9 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||