Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,821
-$2,806 QoQ
Shares Held
2,613
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#956
of 1,265 holders
Holding Since
Jun 2025
5 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, 2026Wealthspire Retirement, LLC holds $15,759,358 across 9 Asset Management names. KKR ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
204,940 | $5,359,181 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
128,821 | $3,737,097 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
51,434 | $2,209,090 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 6 | KKR |
KKR & Co. Inc.
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|
2,613 | $239,821 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,079 | $213,573 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
16,558 | $178,660 |
All Filings in KKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,821 | 2,613 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $242,627 | 2,623 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $333,360 | 2,615 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $357,102 | 2,748 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $365,566 | 2,748 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||