Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$662,192
+$17,005 QoQ
Shares Held
7,215
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#676
of 1,239 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. KKR ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
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|
7,215 | $662,192 |
All Filings in KKR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,192 | 7,215 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $645,187 | 6,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $727,655 | 5,708 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $715,634 | 5,507 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $728,073 | 5,473 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $448,798 | 3,882 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $564,424 | 3,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $505,214 | 3,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $412,014 | 3,915 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $381,701 | 3,795 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $324,357 | 3,915 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $241,164 | 3,915 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $202,664 | 3,619 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $163,809 | 3,119 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $135,499 | 2,919 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $29,584 | 688 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,515 | 508 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $29,702 | 508 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $37,846 | 508 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,927 | 508 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,093 | 508 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $24,815 | 508 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,568 | 508 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||