Position in KKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$267,079
-$115,998 QoQ
Shares Held
2,910
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#911
of 1,261 holders
Holding Since
Mar 2024
9 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, 2026AA Financial Advisors, LLC holds $5,109,727 across 4 Asset Management names. KKR ranks #4 (5.2% of the industry book) .
All Filings in KKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,079 | 2,910 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $383,077 | 3,005 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $370,747 | 2,853 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $446,847 | 3,359 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $310,412 | 2,685 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $367,556 | 2,485 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $241,964 | 1,853 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $216,057 | 2,053 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $209,206 | 2,080 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||