Position in KKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,513
+$17,463 QoQ
Shares Held
2,468
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#973
of 1,265 holders
Holding Since
Dec 2023
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, 2026Quotient Wealth Partners, LLC holds $2,645,094 across 8 Asset Management names. KKR ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
715 | $687,515 | |
| 2 | BX |
Blackstone Inc.
|
3,913 | $460,442 | |
| 3 | APO |
Apollo Global Management, Inc.
|
3,036 | $359,189 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
8,382 | $252,884 | |
| 5 | STT |
State Street Corp
|
1,432 | $242,867 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
2,468 | $226,513 | |
| 7 | AMP |
Ameriprise Financial Inc
|
465 | $213,323 | |
| 8 | ARES |
Ares Management Corp
|
1,818 | $202,361 |
All Filings in KKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,513 | 2,468 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $209,050 | 2,260 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $354,394 | 2,780 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $366,459 | 2,820 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $354,924 | 2,668 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $254,226 | 2,199 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $330,578 | 2,235 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $275,523 | 2,110 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $241,894 | 2,405 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $513,338 | 6,196 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||