Position in KKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$96,200
-$24,013 QoQ
Shares Held
1,040
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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, 2026Cornerstone Planning Group LLC holds $1,058,542 across 35 Asset Management names. KKR ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
522 | $231,976 | |
| 2 | BLK |
BlackRock, Inc.
|
138 | $132,715 | |
| 3 | KKR |
KKR & Co. Inc.
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|
1,040 | $96,200 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
2,042 | $75,778 | |
| 5 | APO |
Apollo Global Management, Inc.
|
570 | $63,509 | |
| 6 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,715 | $55,548 | |
| 7 | RJF |
Raymond James Financial Inc
|
347 | $50,242 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
3,445 | $41,960 |
All Filings in KKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,200 | 1,040 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120,213 | 943 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $122,153 | 940 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $123,451 | 928 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $103,933 | 899 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $127,498 | 862 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $111,645 | 855 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $89,138 | 847 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,307 | 13 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $431 | 7 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||