Position in KKR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$362,622
-$21,993 QoQ
Shares Held
3,951
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#831
of 1,265 holders
Holding Since
Mar 2024
10 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $4,921,400 across 9 Asset Management names. KKR ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,718 | $1,651,959 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
72,600 | $944,525 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,056 | $484,450 | |
| 4 | NTRS |
Northern Trust Corp
|
2,104 | $365,758 | |
| 5 | KKR |
KKR & Co. Inc.
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|
3,951 | $362,622 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,348 | $356,965 | |
| 7 | STT |
State Street Corp
|
1,897 | $321,731 | |
| 8 | BX |
Blackstone Inc.
|
2,259 | $265,816 |
All Filings in KKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,622 | 3,951 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $384,615 | 4,158 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $304,167 | 2,386 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $316,948 | 2,439 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $314,216 | 2,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $271,683 | 2,350 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $351,582 | 2,377 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $308,951 | 2,366 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $243,314 | 2,312 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $225,198 | 2,239 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||