Position in KKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,012,092
-$256,933 QoQ
Shares Held
21,923
-10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#478
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $72,919,884 across 106 Asset Management names. KKR ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
214,818 | $25,277,634 | |
| 2 | ARCC |
Ares Capital Corp
|
402,294 | $7,454,507 | |
| 3 | BLK |
BlackRock, Inc.
|
5,461 | $5,251,079 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
147,094 | $4,437,825 | |
| 5 | RMT |
Royce Micro-Cap Trust, Inc.
|
195,743 | $2,865,677 | |
| 6 | STT |
State Street Corp
|
16,536 | $2,804,505 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
133,571 | $2,746,219 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
21,923 | $2,012,092 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,012,092 | 21,923 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,269,025 | 24,530 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,420,207 | 18,985 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,185,629 | 16,819 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,215,481 | 16,654 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,988,838 | 17,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,179,453 | 14,735 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,972,523 | 22,764 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,376,003 | 22,577 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,130,686 | 21,184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,770,753 | 21,373 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,315,591 | 21,357 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,348,984 | 24,089 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,571 | 68 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,156 | 68 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,470 | 290 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,147 | 68 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,975 | 68 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,066 | 68 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,427 | 122 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,028 | 68 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,321 | 68 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,753 | 68 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,335 | 68 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,099 | 68 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,595 | 68 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||