Position in KKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,807,056
+$132,714 QoQ
Shares Held
19,689
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#485
of 1,239 holders
Holding Since
Mar 2025
6 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, 2026HUB Investment Partners, LLC holds $73,722,372 across 59 Asset Management names. KKR ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
182,927 | $21,642,093 | |
| 2 | BLK |
BlackRock, Inc.
|
10,203 | $9,810,796 | |
| 3 | BX |
Blackstone Inc.
|
38,533 | $4,534,178 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
126,286 | $4,447,792 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
139,280 | $2,628,213 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
74,438 | $2,245,794 | |
| 7 | IIM |
Invesco Value Municipal Income Trust
|
169,996 | $2,164,049 | |
| 8 | KKR |
KKR & Co. Inc.
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|
19,689 | $1,807,056 |
All Filings in KKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807,056 | 19,689 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,674,342 | 18,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,066,658 | 24,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,134,653 | 24,122 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,365,406 | 17,781 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $235,266 | 2,035 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||