Position in KKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$522,411
+$43,261 QoQ
Shares Held
5,692
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#752
of 1,261 holders
Holding Since
Mar 2021
22 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. KKR ranks #7 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in KKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,411 | 5,692 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $479,150 | 5,180 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $748,562 | 5,872 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $765,795 | 5,893 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $789,266 | 5,933 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $645,335 | 5,582 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $870,598 | 5,886 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $758,016 | 5,805 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $551,878 | 5,244 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $516,780 | 5,138 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $434,134 | 5,240 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $462,677 | 7,511 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,515,808 | 27,068 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,570,085 | 29,895 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,189,141 | 25,617 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $771,936 | 17,952 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $912,144 | 19,705 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,070,293 | 18,305 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,013,349 | 13,602 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $692,449 | 11,374 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $559,344 | 9,442 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $450,738 | 9,227 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||