Position in KKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,186,715
+$201,405 QoQ
Shares Held
12,930
+21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#567
of 1,261 holders
Holding Since
Mar 2026
2 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, 2026Investment Research & Advisory Group, Inc. holds $1,672,228 across 8 Asset Management names. KKR ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
12,930 | $1,186,715 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,636 | $284,108 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,375 | $143,741 | |
| 4 | ARES |
Ares Management Corp
|
261 | $29,051 | |
| 5 | STT |
State Street Corp
|
146 | $24,761 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
200 | $1,750 | |
| 7 | BGR |
BlackRock Energy & Resources Trust
|
102 | $1,511 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5 | $591 |
All Filings in KKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,715 | 12,930 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $985,310 | 10,652 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||