Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$261,573
-$2,052 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#901
of 1,239 holders
Holding Since
Jun 2023
13 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, 2026LFA - Lugano Financial Advisors SA holds $1,154,966 across 6 Asset Management names. KKR ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
18,000 | $543,060 | |
| 2 | KKR |
KKR & Co. Inc.
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|
2,850 | $261,573 | |
| 3 | BX |
Blackstone Inc.
|
2,000 | $235,340 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
2,650 | $50,005 | |
| 5 | AVK |
Advent Convertible & Income Fund
|
2,759 | $36,142 | |
| 6 | BLK |
BlackRock, Inc.
|
30 | $28,846 |
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,573 | 2,850 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $263,625 | 2,850 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $363,318 | 2,850 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $370,357 | 2,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $379,135 | 2,850 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $329,488 | 2,850 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $421,543 | 2,850 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $372,153 | 2,850 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $299,934 | 2,850 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $286,653 | 2,850 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $120,132 | 1,450 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $175,560 | 2,850 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $240,800 | 4,300 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||