Position in KKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,489,681
+$4,871 QoQ
Shares Held
16,231
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#531
of 1,265 holders
Holding Since
Sep 2023
12 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, 2026Fulton Bank, N.A. holds $14,324,081 across 12 Asset Management names. KKR ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,879 | $3,729,891 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,688 | $3,068,186 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
16,231 | $1,489,681 | |
| 4 | RJF |
Raymond James Financial Inc
|
7,399 | $1,124,869 | |
| 5 | PFG |
Principal Financial Group Inc
|
9,665 | $1,041,692 | |
| 6 | BX |
Blackstone Inc.
|
8,847 | $1,041,026 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
2,507 | $848,368 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,521 | $771,498 |
All Filings in KKR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,681 | 16,231 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,484,810 | 16,052 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,668,458 | 13,088 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,773,167 | 13,645 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,796,836 | 13,507 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,835,308 | 15,875 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,541,388 | 17,182 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,073,740 | 15,881 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,644,690 | 15,628 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,364,668 | 13,568 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,107,455 | 13,367 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $918,271 | 14,907 | Shares | Sole | 2023-10-04 | |
| No filing history on record for this holder in this stock. | ||||||