Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$827,396
+$178,879 QoQ
Shares Held
9,015
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#645
of 1,261 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $1,725,508 across 3 Asset Management names. KKR ranks #1 (48.0% of the industry book) .
All Filings in KKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,396 | 9,015 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $648,517 | 7,011 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $892,360 | 7,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $909,650 | 7,000 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $931,210 | 7,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $809,270 | 7,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,070,740 | 14,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,828,120 | 14,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,473,360 | 14,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $704,060 | 7,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||