Sovereign Financial Group, Inc.

Position in KKR — KKR & Co. Inc.

CIK 1846175 STAMFORD, CT

Position in KKR

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$306,545

-$116,561 QoQ

Shares Held

3,314

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sovereign Financial Group, Inc. holds $4,057,605 across 14 Asset Management names. KKR ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HGLB	Highland Global Allocation Fund	111,639	$896,461
2	BLK	BlackRock, Inc.	494	$475,084
3	BX	Blackstone Inc.	3,943	$453,405
4	KKR	KKR & Co. Inc. This page	3,314	$306,545
5	VGM	Invesco Trust for Investment Grade Municipals	30,869	$304,677
6	PEO	Adams Natural Resources Fund, Inc.	9,209	$256,010
7	DNP	Dnp Select Income Fund Inc	23,608	$243,162
8	FSK	FS KKR Capital Corp	20,776	$211,499

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$306,545	3,314	-0.2%	Shares	Sole	2026-04-17
2025-12-31	$423,106	3,319	+4.1%	Shares	Sole	2026-01-07
2025-09-30	$414,150	3,187	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$424,365	3,190	+0.3%	Shares	Sole	2025-07-25
2025-03-31	$367,639	3,180	+0.3%	Shares	Sole	2025-04-11
2024-12-31	$469,170	3,172	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$413,024	3,163	-2.0%	Shares	Sole	2024-10-08
2024-06-30	$339,504	3,226	+1.5%	Shares	Sole	2024-07-15
2024-03-31	$319,743	3,179	+0.6%	Shares	Sole	2024-04-15
2023-12-31	$261,806	3,160	+0.2%	Shares	Sole	2024-02-06
2021-12-31	$235,047	3,155	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.