Position in KKR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,201,957
-$3,050,367 QoQ
Shares Held
77,859
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $147,366,757 across 43 Asset Management names. KKR ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
980,026 | $88,339,543 | |
| 2 | BLK |
BlackRock, Inc.
|
8,726 | $8,391,881 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
77,859 | $7,201,957 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
155,862 | $6,307,735 | |
| 5 | BX |
Blackstone Inc.
|
48,138 | $5,535,388 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
317,535 | $3,511,937 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,419 | $3,297,003 | |
| 8 | KBDC |
Kayne Anderson BDC, Inc.
|
235,341 | $3,228,878 |
All Filings in KKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,201,957 | 77,859 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,252,324 | 80,423 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,055,790 | 77,382 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,524,136 | 79,111 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,764,047 | 75,807 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,721,376 | 11,638 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,166,079 | 8,930 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $749,308 | 7,120 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $684,446 | 6,805 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $550,455 | 6,644 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $372,680 | 6,050 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $322,896 | 5,766 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $269,322 | 5,128 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $223,512 | 4,815 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $238,908 | 4,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $245,701 | 3,298 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||