Position in KKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$305,810
+$4,630 QoQ
Shares Held
3,332
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 396 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $15,358,505 across 10 Asset Management names. KKR ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISD |
PGIM High Yield Bond Fund, Inc.
|
804,218 | $10,503,087 | |
| 2 | BX |
Blackstone Inc.
|
12,086 | $1,422,159 | |
| 3 | BEN |
Franklin Resources Inc
|
33,050 | $1,099,573 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
42,685 | $635,152 | |
| 5 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
8,328 | $448,629 | |
| 6 | KKR |
KKR & Co. Inc.
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|
3,332 | $305,810 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,501 | $284,338 | |
| 8 | MAIN |
Main Street Capital CORP
|
4,890 | $253,693 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,810 | 3,332 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $301,180 | 3,256 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $324,946 | 2,549 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $320,846 | 2,469 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $315,281 | 2,370 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $271,683 | 2,350 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $350,546 | 2,370 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $302,684 | 2,318 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $241,946 | 2,299 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $247,728 | 2,463 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $204,059 | 2,463 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $336,274 | 5,459 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $305,480 | 5,455 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $286,496 | 5,455 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $252,989 | 5,450 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $234,135 | 5,445 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $271,537 | 5,866 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $343,394 | 5,873 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $437,613 | 5,874 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $357,548 | 5,873 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $352,655 | 5,953 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $290,852 | 5,954 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $241,036 | 5,953 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $205,318 | 5,979 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $207,897 | 8,858 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||