Position in KKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$706,237
-$226,661 QoQ
Shares Held
7,635
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,470,593 across 18 Asset Management names. KKR ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,204 | $2,119,608 | |
| 2 | BX |
Blackstone Inc.
|
10,401 | $1,196,010 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
7,635 | $706,237 | |
| 4 | STT |
State Street Corp
|
5,279 | $668,110 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,369 | $608,383 | |
| 6 | NBB |
Nuveen Taxable Municipal Income Fund
|
38,628 | $604,914 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,691 | $522,671 | |
| 8 | PFG |
Principal Financial Group Inc
|
5,070 | $456,857 |
All Filings in KKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $706,237 | 7,635 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $932,898 | 7,318 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,016,598 | 7,823 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,083,263 | 8,143 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $655,624 | 5,671 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $831,106 | 5,619 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||