FINANCIAL MANAGEMENT NETWORK INC

Position in KKR — KKR & Co. Inc.

CIK 1844831 MISSION VIEJO, CA

Position in KKR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,217,369

-$55,338 QoQ

Shares Held

13,264

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#566

of 1,265 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FINANCIAL MANAGEMENT NETWORK INC holds $7,517,134 across 4 Asset Management names. KKR ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	247,203	$4,580,671
2	KKR	KKR & Co. Inc. This page	13,264	$1,217,369
3	TBLD	Thornburg Income Builder Opportunities Trust	48,377	$1,067,680
4	APO	Apollo Global Management, Inc.	5,506	$651,414

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,217,369	13,264	-3.6%	Shares	Sole	2026-08-06
2026-03-31	$1,272,707	13,759	-7.3%	Shares	Sole	2026-04-17
2025-12-31	$1,892,185	14,843	-14.8%	Shares	Sole	2026-01-08
2025-09-30	$2,264,378	17,425	-12.3%	Shares	Sole	2025-10-29
2025-06-30	$2,642,241	19,862	+18.1%	Shares	Sole	2025-07-10
2025-03-31	$1,944,791	16,822	+20.8%	Shares	Sole	2025-05-07
2024-12-31	$2,059,942	13,927	+13.2%	Shares	Sole	2025-02-03
2024-09-30	$1,606,525	12,303	+11.0%	Shares	Sole	2024-10-23
2024-06-30	$1,166,269	11,082	+5.6%	Shares	Sole	2024-07-22
2024-03-31	$1,055,587	10,495	+9.6%	Shares	Sole	2024-04-22
2023-12-31	$793,123	9,573	-1.2%	Shares	Sole	2024-01-22
2023-09-30	$596,904	9,690	-10.8%	Shares	Sole	2023-10-24
2023-06-30	$608,048	10,858	+8.5%	Shares	Sole	2023-07-28
2023-03-31	$525,672	10,009	+3.9%	Shares	Sole	2023-04-21
2022-12-31	$447,349	9,637	+13.8%	Shares	Sole	2023-02-10
2022-09-30	$364,038	8,466	+47.7%	Shares	Sole	2022-11-03
2022-06-30	$265,241	5,730	+37.1%	Shares	Sole	2022-07-11
2022-03-31	$244,404	4,180	+31.4%	Shares	Sole	2022-04-21
2021-12-31	$236,910	3,180	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.