Position in KKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$41,943
-$3,104 QoQ
Shares Held
457
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,089
of 1,261 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $5,011,455 across 23 Asset Management names. KKR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
114,835 | $3,464,571 | |
| 2 | NBB |
Nuveen Taxable Municipal Income Fund
|
58,372 | $921,110 | |
| 3 | BLK |
BlackRock, Inc.
|
191 | $183,657 | |
| 4 | RJF |
Raymond James Financial Inc
|
923 | $140,323 | |
| 5 | BX |
Blackstone Inc.
|
508 | $59,776 | |
| 6 | STT |
State Street Corp
|
310 | $52,576 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
457 | $41,943 | |
| 8 | NTRS |
Northern Trust Corp
|
153 | $26,597 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,943 | 457 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $45,047 | 487 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $55,198 | 433 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $70,173 | 540 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $78,354 | 589 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $59,770 | 517 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $76,913 | 520 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $71,166 | 545 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $67,143 | 638 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $72,719 | 723 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $53,272 | 643 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||