Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$461,653
-$3,622 QoQ
Shares Held
5,030
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#783
of 1,265 holders
Holding Since
Mar 2020
26 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, 2026Principle Wealth Partners LLC holds $11,748,477 across 13 Asset Management names. KKR ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,504 | $5,292,426 | |
| 2 | BX |
Blackstone Inc.
|
24,324 | $2,862,205 | |
| 3 | TROW |
Price T Rowe Group Inc
|
9,025 | $1,026,052 | |
| 4 | KKR |
KKR & Co. Inc.
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|
5,030 | $461,653 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
20,945 | $330,302 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,000 | $304,060 | |
| 7 | CG |
Carlyle Group Inc.
|
7,131 | $300,286 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
7,300 | $293,679 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,653 | 5,030 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $465,275 | 5,030 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $641,224 | 5,030 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $653,648 | 5,030 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $669,406 | 5,032 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $580,362 | 5,020 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $742,508 | 5,020 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $655,511 | 5,020 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $686,164 | 6,520 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $653,770 | 6,500 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $538,525 | 6,500 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $400,400 | 6,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $364,000 | 6,500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $341,380 | 6,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $410,817 | 8,850 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $380,550 | 8,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,666 | 8,850 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $517,459 | 8,850 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $659,325 | 8,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $538,788 | 8,850 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $524,274 | 8,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $432,322 | 8,850 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $358,336 | 8,850 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $303,909 | 8,850 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $273,288 | 8,850 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $207,709 | 8,850 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||