Position in KKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,775,644
+$671,807 QoQ
Shares Held
41,138
+22.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#395
of 1,261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EQUITABLE TRUST CO holds $18,730,734 across 8 Asset Management names. KKR ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
52,849 | $5,882,621 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
41,138 | $3,775,644 | |
| 3 | AMP |
Ameriprise Financial Inc
|
6,625 | $3,039,284 | |
| 4 | BLK |
BlackRock, Inc.
|
2,891 | $2,779,869 | |
| 5 | APO |
Apollo Global Management, Inc.
|
17,634 | $2,086,278 | |
| 6 | NTRS |
Northern Trust Corp
|
2,997 | $520,998 | |
| 7 | BX |
Blackstone Inc.
|
3,259 | $383,485 | |
| 8 | CG |
Carlyle Group Inc.
|
6,235 | $262,555 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,775,644 | 41,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,103,837 | 33,555 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,194,520 | 25,059 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,178,966 | 24,463 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,374,704 | 25,368 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,025,050 | 26,166 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,264,836 | 28,834 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,507,958 | 57,497 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,697,855 | 101,652 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,975,490 | 109,122 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,572,986 | 115,546 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,246,438 | 117,637 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,731,144 | 120,199 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,383,228 | 121,539 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,016,867 | 129,618 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $5,815,449 | 135,243 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,692,052 | 144,568 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,735,672 | 98,096 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,167,258 | 82,782 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,080,131 | 83,445 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,938,364 | 83,362 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,110,629 | 84,148 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,999,439 | 98,776 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,598,934 | 104,803 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,395,162 | 109,947 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,537,857 | 108,132 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||