JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in KKR — KKR & Co. Inc.

CIK 2006637 MILTON, GA

Position in KKR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,269,789

+$232,534 QoQ

Shares Held

46,522

+6.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#375

of 1,265 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,670,156 across 5 Asset Management names. KKR ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	102,203	$12,026,227
2	BLK	BlackRock, Inc.	6,284	$6,042,443
3	KKR	KKR & Co. Inc. This page	46,522	$4,269,789
4	BN	BROOKFIELD Corp /ON/	76,191	$3,244,974
5	PSLV	Sprott Physical Silver Trust	57,590	$1,086,723

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,269,789	46,522	+6.6%	Shares	Sole	2026-07-16
2026-03-31	$4,037,255	43,646	+23.1%	Shares	Sole	2026-04-27
2025-12-31	$4,521,078	35,465	-1.2%	Shares	Sole	2026-01-15
2025-09-30	$4,664,165	35,892	+3.3%	Shares	Sole	2025-10-14
2025-06-30	$4,620,264	34,731	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$4,028,314	34,844	+1.0%	Shares	Sole	2025-04-22
2024-12-31	$5,105,261	34,516	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$4,512,322	34,556	-0.1%	Shares	Sole	2024-10-15
2024-06-30	$3,640,883	34,596	—	Shares	Sole	2024-07-11
No filing history on record for this holder in this stock.