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Equibles

Avalon Trust Co

Bank

Position in KKR — KKR & Co. Inc.

CIK 1798150 SANTA FE, NM
Back to KKR Full portfolio

Position in KKR

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$991,315
-$7,777 QoQ
Shares Held
10,801
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#608
of 1,268 holders
Holding Since
Mar 2023
14 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, 2026

Avalon Trust Co holds $9,066,723 across 9 Asset Management names. KKR ranks #2 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HASI
HA Sustainable Infrastructure Capital, Inc.
 177,782 $6,942,387
2 KKR
KKR & Co. Inc.
This page 		10,801 $991,315
3 BN
BROOKFIELD Corp /ON/
 18,000 $766,620
4 BX
Blackstone Inc.
 2,264 $266,404
5 BLK
BlackRock, Inc.
 37 $35,577
6 ARES
Ares Management Corp
 300 $33,393
7 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 1,521 $21,035
8 CLM
Cornerstone Strategic Investment Fund, Inc.
 1,000 $7,560

All Filings in KKR

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $991,315 10,801
2026-03-31 $999,092 10,801
2025-12-31 $1,568,131 12,301
2025-09-30 $1,547,574 11,909
2025-06-30 $1,571,084 11,810
2025-03-31 $1,480,964 12,810
2024-12-31 $2,116,592 14,310
2024-09-30 $1,865,204 14,284
2024-06-30 $2,134,688 20,284
2024-03-31 $2,040,164 20,284
2023-12-31 $23,529 284
2023-09-30 $17,494 284
2023-06-30 $15,904 284
2023-03-31 $14,915 284