Position in KKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$42,560,587
+$42,245,330 QoQ
Shares Held
463,724
+18651.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3
of 150 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0.1496579862159388.ToString("F0")%
Shared 0.ToString("F0")%
None 99.85034201378407.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $713,952,665 across 17 Asset Management names. KKR ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
254,085 | $244,317,970 | |
| 2 | AMP |
Ameriprise Financial Inc
|
411,222 | $188,652,203 | |
| 3 | APO |
Apollo Global Management, Inc.
|
1,149,944 | $136,049,873 | |
| 4 | KKR |
KKR & Co. Inc.
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|
463,724 | $42,560,587 | |
| 5 | HLNE |
Hamilton Lane INC
|
406,395 | $32,036,116 | |
| 6 | BX |
Blackstone Inc.
|
137,270 | $16,152,559 | |
| 7 | ARES |
Ares Management Corp
|
135,811 | $15,117,122 | |
| 8 | NTRS |
Northern Trust Corp
|
85,800 | $14,915,471 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,560,587 | 463,724 | Shares | Other | 2026-07-13 | |
| 2025-12-31 | $315,257 | 2,473 | Shares | Sole | 2026-01-12 | |
| 2023-12-31 | $984,175 | 11,879 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $862,030 | 13,994 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $854,112 | 15,252 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $811,591 | 15,453 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $766,765 | 16,518 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $695,353 | 16,171 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $759,433 | 16,406 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $669,715 | 11,454 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $853,323 | 11,454 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $790,344 | 12,982 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $837,357 | 14,135 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $604,421 | 12,373 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $421,662 | 10,414 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||