Position in KKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$179,450
-$67,861 QoQ
Shares Held
1,940
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Greykasell Wealth Strategies, Inc. holds $1,681,127 across 18 Asset Management names. KKR ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
775 | $745,325 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
6,075 | $289,899 | |
| 3 | BX |
Blackstone Inc.
|
1,721 | $197,897 | |
| 4 | KKR |
KKR & Co. Inc.
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|
1,940 | $179,450 | |
| 5 | SLRC |
SLR Investment Corp.
|
3,787 | $54,191 | |
| 6 | ARCC |
Ares Capital Corp
|
2,825 | $50,906 | |
| 7 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
3,351 | $36,928 | |
| 8 | APO |
Apollo Global Management, Inc.
|
290 | $32,311 |
All Filings in KKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,450 | 1,940 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $247,311 | 1,940 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $58,477 | 450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $59,863 | 450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $72,603 | 628 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||