Position in KKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$501,302
-$3,933 QoQ
Shares Held
5,462
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#764
of 1,265 holders
Holding Since
Dec 2021
18 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, 2026Forum Financial Management, LP holds $6,004,193 across 11 Asset Management names. KKR ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
20,923 | $2,475,400 | |
| 2 | TRIN |
Trinity Capital Inc.
|
40,000 | $715,600 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
15,300 | $615,519 | |
| 4 | BX |
Blackstone Inc.
|
4,716 | $554,931 | |
| 5 | KKR |
KKR & Co. Inc.
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|
5,462 | $501,302 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
15,735 | $373,076 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
8,169 | $246,458 | |
| 8 | BLK |
BlackRock, Inc.
|
216 | $207,696 |
All Filings in KKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,302 | 5,462 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $505,235 | 5,462 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,250,706 | 9,811 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,423,342 | 10,953 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,330,033 | 9,998 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,108,584 | 9,589 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,266,997 | 8,566 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,104,053 | 8,455 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $889,278 | 8,450 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $849,901 | 8,450 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $700,082 | 8,450 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $440,501 | 7,151 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $400,456 | 7,151 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $375,570 | 7,151 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $209,771 | 4,519 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $207,703 | 4,487 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $249,491 | 4,267 | Principal | Sole | 2022-05-16 | |
| 2021-12-31 | $598,086 | 8,028 | Principal | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||