Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$349,957
-$2,005 QoQ
Shares Held
3,813
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#838
of 1,265 holders
Holding Since
Dec 2021
15 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, 2026TAGStone Capital, Inc. holds $634,798 across 2 Asset Management names. KKR ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
3,813 | $349,957 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
6,688 | $284,841 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,957 | 3,813 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $351,962 | 3,805 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $484,041 | 3,797 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $492,770 | 3,792 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $503,651 | 3,786 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $437,121 | 3,781 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $558,508 | 3,776 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $492,417 | 3,771 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $396,333 | 3,766 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $378,180 | 3,760 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $310,936 | 3,753 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $230,692 | 3,745 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $209,160 | 3,735 | Shares | Sole | 2023-08-10 | |
| 2022-03-31 | $215,228 | 3,681 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $273,489 | 3,671 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||