Position in KKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$244,226
-$9,316 QoQ
Shares Held
2,661
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#946
of 1,267 holders
Holding Since
Sep 2025
4 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, 20261900 WEALTH MANAGEMENT LLC holds $1,968,590 across 6 Asset Management names. KKR ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
|
18,272 | $434,325 | |
| 2 | BSTZ |
BlackRock Science & Technology Term Trust
|
13,524 | $406,125 | |
| 3 | BLK |
BlackRock, Inc.
|
359 | $345,200 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
23,459 | $324,437 | |
| 5 | KKR |
KKR & Co. Inc.
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|
2,661 | $244,226 | |
| 6 | BX |
Blackstone Inc.
|
1,821 | $214,277 |
All Filings in KKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,226 | 2,661 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $253,542 | 2,741 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $217,735 | 1,708 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $222,734 | 1,714 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||