Position in KKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$868,697
+$1,695 QoQ
Shares Held
9,465
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#639
of 1,265 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $34,251,146 across 19 Asset Management names. KKR ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
563,859 | $22,684,047 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
175,936 | $5,307,989 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
101,066 | $1,907,115 | |
| 4 | KKR |
KKR & Co. Inc.
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|
9,465 | $868,697 | |
| 5 | SEIC |
Sei Investments Co
|
6,292 | $551,871 | |
| 6 | BCSF |
Bain Capital Specialty Finance, Inc.
|
31,039 | $388,608 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
27,342 | $355,719 | |
| 8 | BX |
Blackstone Inc.
|
2,657 | $312,649 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,697 | 9,465 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $867,002 | 9,373 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,193,850 | 9,365 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,219,320 | 9,383 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,248,220 | 9,383 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,076,791 | 9,314 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,368,759 | 9,254 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,208,779 | 9,257 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,076,605 | 10,230 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,027,927 | 10,220 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $846,727 | 10,220 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $629,552 | 10,220 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $572,320 | 10,220 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $536,754 | 10,220 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $474,412 | 10,220 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||