Position in KKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,945
-$15,257 QoQ
Shares Held
250
-39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,131
of 1,265 holders
Holding Since
Dec 2023
10 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, 2026STEPH & CO holds $104,618 across 4 Asset Management names. KKR ranks #3 (21.9% of the industry book) .
All Filings in KKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,945 | 250 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $38,202 | 413 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $48,952 | 384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,684 | 113 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $13,303 | 100 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $160,334 | 1,084 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $151,603 | 1,161 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $126,708 | 1,204 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $119,891 | 1,192 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $105,385 | 1,272 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||