STEPHENS INC /AR/

Position in KKR — KKR & Co. Inc.

CIK 757657 LITTLE ROCK, AR

Back to KKR Full portfolio

Position in KKR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$16,468,515

-$6,680,960 QoQ

Shares Held

178,038

-2.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

STEPHENS INC /AR/ holds $185,080,692 across 74 Asset Management names. KKR ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	291,762	$33,549,712
2	APO	Apollo Global Management, Inc.	197,200	$21,972,024
3	ARCC	Ares Capital Corp	1,183,795	$21,331,985
4	OBDC	Blue Owl Capital Corp	1,592,507	$17,613,127
5	KKR	KKR & Co. Inc. This page	178,038	$16,468,515
6	OTF	Blue Owl Technology Finance Corp.	890,862	$11,037,780
7	NXP	Nuveen Select Tax Free Income Portfolio	666,432	$9,563,299
8	BLK	BlackRock, Inc.	7,093	$6,821,409

All Filings in KKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,468,515	178,038	-2.0%	Shares	Defined	2026-04-28
2025-12-31	$23,149,475	181,593	-3.7%	Shares	Defined	2026-02-05
2025-09-30	$24,508,310	188,598	+8.7%	Shares	Defined	2025-10-27
2025-06-30	$23,084,163	173,526	+15.1%	Shares	Defined	2025-07-29
2025-03-31	$17,427,629	150,745	-5.1%	Shares	Defined	2025-05-01
2024-12-31	$23,505,857	158,920	+11.1%	Shares	Defined	2025-01-28
2024-09-30	$18,678,032	143,039	+4.4%	Shares	Defined	2024-10-28
2024-06-30	$14,413,880	136,962	+9.3%	Shares	Defined	2024-08-06
2024-03-31	$12,598,349	125,257	+10.2%	Shares	Defined	2024-05-15
2023-12-31	$9,414,576	113,634	-8.4%	Shares	Defined	2024-02-13
2023-09-30	$7,640,063	124,027	-4.1%	Shares	Defined	2023-11-14
2023-06-30	$7,240,744	129,299	+3.7%	Shares	Defined	2023-08-14
2023-03-31	$6,550,346	124,721	-0.5%	Shares	Defined	2023-05-15
2022-12-31	$5,821,114	125,401	-15.6%	Shares	Defined	2023-02-14
2022-09-30	$6,385,715	148,505	+13.2%	Shares	Defined	2022-11-02
2022-06-30	$6,073,849	131,213	+2.5%	Shares	Defined	2022-08-03
2022-03-31	$7,484,335	128,003	+5.5%	Shares	Defined	2022-05-04
2021-12-31	$9,035,062	121,276	+3.9%	Shares	Defined	2022-03-07
2021-09-30	$7,107,800	116,751	+2.2%	Shares	Defined	2021-10-27
2021-06-30	$6,764,971	114,196	+4.2%	Shares	Defined	2021-08-12
2021-03-31	$5,356,060	109,643	+0.1%	Shares	Defined	2021-05-14
2020-12-31	$4,434,586	109,523	-16.9%	Shares	Defined	2021-02-10
2020-09-30	$4,525,084	131,773	-18.0%	Shares	Defined	2020-11-13
2020-06-30	$4,962,786	160,712	-20.3%	Shares	Defined	2020-08-24
2020-03-31	$4,730,683	201,563	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.