Position in KKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$422,922
+$31,000 QoQ
Shares Held
4,608
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#798
of 1,265 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $8,532,950 across 12 Asset Management names. KKR ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
12,146 | $2,059,961 | |
| 2 | NTRS |
Northern Trust Corp
|
9,613 | $1,671,123 | |
| 3 | BLK |
BlackRock, Inc.
|
1,491 | $1,433,685 | |
| 4 | 12,948 | $672,648 | |||
| 5 | APO |
Apollo Global Management, Inc.
|
3,995 | $472,648 | |
| 6 | KKR |
KKR & Co. Inc.
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|
4,608 | $422,922 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,333 | $354,685 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
7,653 | $325,941 |
All Filings in KKR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,922 | 4,608 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $391,922 | 4,237 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $727,145 | 5,704 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $547,479 | 4,213 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $532,918 | 4,006 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $455,850 | 3,943 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $554,958 | 3,752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $481,579 | 3,688 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $340,030 | 3,231 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $265,933 | 2,644 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $1,654,637 | 26,861 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,493,128 | 26,663 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,392,725 | 26,518 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,226,973 | 26,432 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,125,869 | 26,183 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||