Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,244,777
-$25,156,870 QoQ
Shares Held
359,403
-21.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Empower Advisory Group, LLC holds $44,426,601 across 9 Asset Management names. KKR ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
359,403 | $33,244,777 | |
| 2 | BLK |
BlackRock, Inc.
|
9,937 | $9,556,512 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,985 | $363,622 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
18,409 | $315,162 | |
| 5 | BX |
Blackstone Inc.
|
2,121 | $243,893 | |
| 6 | AMP |
Ameriprise Financial Inc
|
455 | $202,202 | |
| 7 | NMFC |
New Mountain Finance Corp
|
22,206 | $172,318 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
19,000 | $164,540 |
All Filings in KKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,244,777 | 359,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $58,401,647 | 458,124 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $60,912,633 | 468,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,663,409 | 456,013 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,663,577 | 299,832 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||