Position in KKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$265,703
-$3,194 QoQ
Shares Held
2,895
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#916
of 1,265 holders
Holding Since
Jun 2021
16 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, 2026Mayflower Financial Advisors, LLC holds $7,037,932 across 10 Asset Management names. KKR ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,643 | $1,579,843 | |
| 2 | ARCC |
Ares Capital Corp
|
76,250 | $1,412,912 | |
| 3 | STT |
State Street Corp
|
8,096 | $1,373,081 | |
| 4 | BX |
Blackstone Inc.
|
9,050 | $1,064,913 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
32,689 | $383,768 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
2,895 | $265,703 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
16,594 | $261,853 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
27,370 | $252,351 |
All Filings in KKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,703 | 2,895 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $268,897 | 2,907 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $356,179 | 2,794 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $363,470 | 2,797 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $367,428 | 2,762 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $320,124 | 2,769 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $387,820 | 2,622 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $355,177 | 2,720 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $281,832 | 2,678 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $303,952 | 3,022 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $249,709 | 3,014 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $215,353 | 3,496 | Shares | Sole | 2023-10-12 | |
| 2022-03-31 | $252,707 | 4,322 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $295,392 | 3,965 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $216,732 | 3,560 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $209,709 | 3,540 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||