Position in KKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$291,493
+$7,518 QoQ
Shares Held
3,176
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#889
of 1,261 holders
Holding Since
Jun 2025
5 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, 2026Souders Financial Advisors holds $542,428 across 2 Asset Management names. KKR ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
3,176 | $291,493 | |
| 2 | APO |
Apollo Global Management, Inc.
|
2,121 | $250,935 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,493 | 3,176 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $283,975 | 3,070 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $334,380 | 2,623 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $333,321 | 2,565 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $300,248 | 2,257 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||