Position in KKR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$276,257
-$2,168 QoQ
Shares Held
3,010
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#908
of 1,265 holders
Holding Since
Mar 2025
6 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, 2026Rochester Wealth Strategies, LLC holds $761,783 across 2 Asset Management names. KKR ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
11,400 | $485,526 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
3,010 | $276,257 |
All Filings in KKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,257 | 3,010 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $278,425 | 3,010 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $383,714 | 3,010 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $391,149 | 3,010 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $400,420 | 3,010 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $347,986 | 3,010 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||