Position in KKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$463,305
-$3,635 QoQ
Shares Held
5,048
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#192
of 396 holders
Holding Since
Sep 2024
8 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, 2026Legacy Wealth Management, LLC / MS holds $4,614,507 across 7 Asset Management names. KKR ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
29,240 | $1,283,051 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
55,109 | $740,664 | |
| 3 | CHY |
Calamos Convertible & High Income Fund
|
51,261 | $698,174 | |
| 4 | BX |
Blackstone Inc.
|
5,653 | $665,188 | |
| 5 | BLK |
BlackRock, Inc.
|
605 | $581,743 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
5,048 | $463,305 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
32,223 | $182,382 |
All Filings in KKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,305 | 5,048 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $466,940 | 5,048 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $643,519 | 5,048 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $655,987 | 5,048 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $671,535 | 5,048 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $864,994 | 7,482 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $746,649 | 5,048 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $623,388 | 4,774 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||