Position in KKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$641,450
-$23,717 QoQ
Shares Held
6,989
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#692
of 1,261 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $9,849,509 across 9 Asset Management names. KKR ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
250,990 | $3,232,751 | |
| 2 | BX |
Blackstone Inc.
|
13,479 | $1,586,073 | |
| 3 | BLK |
BlackRock, Inc.
|
1,545 | $1,485,610 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
65,337 | $1,030,364 | |
| 5 | TSLX |
Sixth Street Specialty Lending, Inc.
|
51,761 | $888,736 | |
| 6 | KKR |
KKR & Co. Inc.
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|
6,989 | $641,450 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
10,500 | $410,025 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
8,685 | $369,894 |
All Filings in KKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,450 | 6,989 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $665,167 | 7,191 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,265,111 | 9,924 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,218,151 | 9,374 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||