Position in KKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$264,601
+$1,624 QoQ
Shares Held
2,883
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#916
of 1,261 holders
Holding Since
Dec 2023
11 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, 2026Essex Bank holds $3,718,617 across 8 Asset Management names. KKR ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,631 | $1,568,304 | |
| 2 | STT |
State Street Corp
|
3,885 | $658,896 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,308 | $353,837 | |
| 4 | BX |
Blackstone Inc.
|
2,729 | $321,121 | |
| 5 | TROW |
Price T Rowe Group Inc
|
2,738 | $311,282 | |
| 6 | KKR |
KKR & Co. Inc.
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|
2,883 | $264,601 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
11,086 | $134,362 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
11,520 | $106,214 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,601 | 2,883 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $262,977 | 2,843 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $358,345 | 2,811 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $366,978 | 2,824 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $376,873 | 2,833 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $348,794 | 3,017 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $413,260 | 2,794 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $442,013 | 3,385 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $359,710 | 3,418 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $408,053 | 4,057 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $336,122 | 4,057 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||