Position in KKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$668,617
-$240,843 QoQ
Shares Held
7,285
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#689
of 1,265 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $1,573,635 across 4 Asset Management names. KKR ranks #2 (42.5% of the industry book) .
All Filings in KKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,617 | 7,285 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $909,460 | 9,832 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,232,986 | 9,672 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $940,838 | 7,240 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $133,030 | 1,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $115,610 | 1,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||