Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,801
-$5,589 QoQ
Shares Held
1,338
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,031
of 1,259 holders
Holding Since
Dec 2024
7 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, 2026United Community Bank holds $3,430,293 across 9 Asset Management names. KKR ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,396 | $1,342,337 | |
| 2 | BEN |
Franklin Resources Inc
|
37,849 | $1,259,236 | |
| 3 | IVZ |
Invesco Ltd.
|
12,222 | $322,538 | |
| 4 | AMP |
Ameriprise Financial Inc
|
326 | $149,555 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
1,338 | $122,801 | |
| 6 | USA |
Liberty All Star Equity Fund
|
19,588 | $113,806 | |
| 7 | STT |
State Street Corp
|
508 | $86,156 | |
| 8 | BX |
Blackstone Inc.
|
282 | $33,182 |
All Filings in KKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,801 | 1,338 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $128,390 | 1,388 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $168,018 | 1,318 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $268,216 | 2,064 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $124,383 | 935 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $106,939 | 925 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $137,556 | 930 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||