XML Financial, LLC

Position in KKR — KKR & Co. Inc.

CIK 1800465 BETHESDA, MD

Position in KKR

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$506,345

-$310,546 QoQ

Shares Held

5,474

-14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

XML Financial, LLC holds $40,375,392 across 25 Asset Management names. KKR ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund	1,591,047	$19,188,026
2	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	561,075	$11,086,842
3	BX	Blackstone Inc.	17,801	$2,046,936
4	NAD	Nuveen Quality Municipal Income Fund	133,148	$1,531,202
5	UTG	Reaves Utility Income Fund	25,904	$1,017,509
6	RMM	RiverNorth Managed Duration Municipal Income Fund, Inc.	41,200	$561,556
7	KKR	KKR & Co. Inc. This page	5,474	$506,345
8	EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	9,191	$485,468

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$506,345	5,474	-14.6%	Shares	Sole	2026-04-16
2025-12-31	$816,891	6,408	+7.0%	Shares	Sole	2026-02-11
2025-09-30	$778,010	5,987	+5.8%	Shares	Sole	2025-10-20
2025-06-30	$752,550	5,657	+16.7%	Shares	Sole	2025-07-17
2025-03-31	$560,246	4,846	+20.9%	Shares	Sole	2025-04-22
2024-12-31	$592,675	4,007	+6.0%	Shares	Sole	2025-01-17
2024-09-30	$493,461	3,779	+27.1%	Shares	Sole	2024-11-01
2024-06-30	$312,878	2,973	+0.0%	Shares	Sole	2024-07-22
2024-03-31	$298,923	2,972	-6.2%	Shares	Sole	2024-05-15
2023-12-31	$262,634	3,170	-13.3%	Shares	Sole	2024-02-14
2022-03-31	$213,766	3,656	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.