Position in KKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$675,684
New position
Shares Held
7,362
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#681
of 1,261 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Asset Management
Financial Services · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $10,225,046 across 7 Asset Management names. KKR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
36,019 | $4,238,355 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,565 | $3,011,759 | |
| 3 | CG |
Carlyle Group Inc.
|
18,040 | $759,664 | |
| 4 | PFG |
Principal Financial Group Inc
|
6,298 | $678,798 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
7,362 | $675,684 | |
| 6 | APO |
Apollo Global Management, Inc.
|
5,000 | $591,550 | |
| 7 | BLK |
BlackRock, Inc.
|
280 | $269,236 |
All Filings in KKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,684 | 7,362 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||