Smallwood Wealth Investment Management, LLC
Position in KKR — KKR & Co. Inc.
CIK 1921304
RED BANK, NJ
Position in KKR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$40,145
-$15,053 QoQ
Shares Held
434
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Smallwood Wealth Investment Management, LLC holds $1,351,621 across 23 Asset Management names. KKR ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
65,720 | $335,172 | |
| 2 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
15,357 | $188,891 | |
| 3 | BX |
Blackstone Inc.
|
1,302 | $149,716 | |
| 4 | FSK |
FS KKR Capital Corp
|
13,043 | $132,777 | |
| 5 | BLK |
BlackRock, Inc.
|
114 | $109,634 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
4,599 | $73,905 | |
| 7 | PMM |
Putnam Managed Municipal Income Trust
|
9,000 | $55,350 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
434 | $40,145 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,145 | 434 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $55,198 | 433 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $61,336 | 472 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $63,987 | 481 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $59,654 | 516 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||