Position in KKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$92,789
-$1,468 QoQ
Shares Held
1,011
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,054
of 1,265 holders
Holding Since
Dec 2024
7 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, 2026Vermillion Wealth Management, Inc. holds $926,241 across 22 Asset Management names. KKR ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NMS |
Nuveen Minnesota Quality Municipal Income Fund
|
18,718 | $226,674 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
12,211 | $131,755 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
1,011 | $92,789 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
3,524 | $74,567 | |
| 5 | PFG |
Principal Financial Group Inc
|
673 | $72,534 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
2,341 | $43,237 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
2,784 | $41,425 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
1,109 | $32,604 |
All Filings in KKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,789 | 1,011 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $94,257 | 1,019 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $128,372 | 1,007 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $131,379 | 1,011 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $133,562 | 1,004 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $115,841 | 1,002 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $160,334 | 1,084 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||