Robertson Stephens Wealth Management, LLC
Position in KKR — KKR & Co. Inc.
CIK 1767307
San Francisco, CA
Position in KKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$622,340
-$321,012 QoQ
Shares Held
6,728
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$34,683
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Robertson Stephens Wealth Management, LLC holds $35,254,416 across 17 Asset Management names. KKR ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
70,461 | $8,102,310 | |
| 2 | SII |
Sprott Inc.
|
46,469 | $6,640,420 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
110,416 | $5,269,051 | |
| 4 | TROW |
Price T Rowe Group Inc
|
50,611 | $4,562,075 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
275,987 | $3,493,995 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
241,300 | $2,668,778 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
24,598 | $995,481 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
6,728 | $622,340 |
All Filings in KKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $622,340 | 6,728 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $943,352 | 7,400 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,068,318 | 8,221 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,112,130 | 8,360 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $34,683 | 300 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $1,086,965 | 9,402 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,572,431 | 10,631 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,631,335 | 12,493 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,381,695 | 13,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,386,193 | 13,782 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,066,776 | 12,876 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $784,106 | 12,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $712,824 | 12,729 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $669,367 | 12,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $600,257 | 12,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $572,330 | 13,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $647,458 | 13,987 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $812,148 | 13,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $568,882 | 7,636 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||