Summit Financial, LLC

Position in KKR — KKR & Co. Inc.

CIK 1765536 PARSIPPANY, NJ

Position in KKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,578,078

-$177,254 QoQ

Shares Held

49,881

-3.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#363

of 1,265 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $139,691,499 across 93 Asset Management names. KKR ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	360,966	$10,890,344
2	PSLV	Sprott Physical Silver Trust	572,407	$10,801,320
3	BX	Blackstone Inc.	70,333	$8,276,084
4	PDI	PIMCO Dynamic Income Fund	465,415	$7,772,430
5	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	454,618	$6,287,366
6	FSCO	FS Credit Opportunities Corp.	1,162,973	$5,803,235
7	AMP	Ameriprise Financial Inc	11,534	$5,291,337
8	KKR	KKR & Co. Inc. This page	49,881	$4,578,078

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,578,078	49,881	-3.0%	Shares	Sole	2026-08-12
2026-03-31	$4,755,332	51,409	+1.1%	Shares	Sole	2026-05-15
2025-12-31	$6,481,338	50,842	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$6,603,409	50,815	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$6,694,601	50,324	+233.2%	Shares	Sole	2025-08-13
2025-03-31	$1,745,826	15,101	+56.5%	Shares	Sole	2025-05-14
2024-12-31	$1,427,331	9,650	+20.8%	Shares	Sole	2025-02-12
2024-09-30	$1,043,203	7,989	+33.4%	Shares	Sole	2024-11-12
2024-06-30	$630,387	5,990	+75.4%	Shares	Sole	2024-07-31
2024-03-31	$343,480	3,415	-7.6%	Shares	Sole	2024-04-24
2023-12-31	$306,047	3,694	+10.4%	Shares	Sole	2024-02-06
2023-09-30	$206,113	3,346	+1.5%	Shares	Sole	2023-11-07
2021-12-31	$245,701	3,298	0.0%	Shares	Sole	2022-02-07
2021-09-30	$200,782	3,298	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.