Position in KKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$642,505
-$239,019 QoQ
Shares Held
6,946
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $10,549,854 across 16 Asset Management names. KKR ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
332,204 | $4,743,873 | |
| 2 | APO |
Apollo Global Management, Inc.
|
6,940 | $773,254 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
6,946 | $642,505 | |
| 4 | BX |
Blackstone Inc.
|
5,209 | $598,982 | |
| 5 | EMF |
Templeton Emerging Markets Fund
|
34,111 | $596,601 | |
| 6 | UTG |
Reaves Utility Income Fund
|
13,333 | $523,720 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,227 | $467,237 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
31,829 | $352,028 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,505 | 6,946 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $881,524 | 6,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $930,442 | 7,160 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $955,155 | 7,180 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $794,125 | 6,869 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $956,829 | 6,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $840,674 | 6,438 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $677,219 | 6,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $647,232 | 6,435 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $556,420 | 6,716 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $438,345 | 7,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $405,160 | 7,235 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $365,224 | 6,954 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,014 | 7,454 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $307,837 | 7,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $338,102 | 7,304 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $409,523 | 7,004 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $523,288 | 7,024 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $433,709 | 7,124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $398,922 | 6,734 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $347,030 | 7,104 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $412,188 | 10,180 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $338,970 | 9,871 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $297,559 | 9,636 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $225,100 | 9,591 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||