Position in KKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$281,764
New position
Shares Held
3,070
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#904
of 1,265 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Asset Management
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $2,823,609 across 6 Asset Management names. KKR ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,023 | $983,675 | |
| 2 | BX |
Blackstone Inc.
|
6,198 | $729,318 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
13,235 | $532,444 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
3,070 | $281,764 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
19,150 | $187,861 | |
| 6 | GCV |
Gabelli Convertible & Income Securities Fund Inc
|
23,194 | $108,547 |
All Filings in KKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,764 | 3,070 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||