Position in KKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$621,717
-$97,378 QoQ
Shares Held
6,774
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#699
of 1,265 holders
Holding Since
Mar 2023
13 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, 2026James J. Burns & Company, LLC holds $937,072 across 2 Asset Management names. KKR ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
6,774 | $621,717 | |
| 2 | BX |
Blackstone Inc.
|
2,680 | $315,355 |
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,717 | 6,774 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $719,095 | 7,774 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $991,157 | 7,775 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,010,361 | 7,775 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,037,634 | 7,800 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $985,806 | 8,527 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,243,923 | 8,410 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,310,109 | 10,033 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,266,352 | 12,033 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $996,934 | 12,033 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $741,232 | 12,033 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $672,728 | 12,013 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $630,922 | 12,013 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||