Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,252
-$1,250 QoQ
Shares Held
2,378
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#982
of 1,258 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $2,263,112 across 6 Asset Management names. KKR ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,771 | $655,550 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,536 | $654,964 | |
| 3 | AMP |
Ameriprise Financial Inc
|
883 | $405,085 | |
| 4 | KKR |
KKR & Co. Inc.
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|
2,378 | $218,252 | |
| 5 | BX |
Blackstone Inc.
|
1,723 | $202,745 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
14,459 | $126,516 |
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,252 | 2,378 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $219,502 | 2,373 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $22,431,125 | 175,958 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $24,996,012 | 192,351 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,135,060 | 203,977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $34,909,711 | 301,961 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $37,909,480 | 256,301 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $30,448,905 | 233,182 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $23,327,287 | 221,658 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,671,069 | 66,326 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $9,464,823 | 204,468 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,131,848 | 241,694 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $19,249,310 | 258,380 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||