Position in KKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,990
-$3,225 QoQ
Shares Held
4,478
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#805
of 1,265 holders
Holding Since
Mar 2020
26 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, 2026SMITH SHELLNUT WILSON LLC /ADV holds $512,287 across 2 Asset Management names. KKR ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
4,478 | $410,990 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
12,855 | $101,297 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,990 | 4,478 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $414,215 | 4,478 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $570,855 | 4,478 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $1,086,901 | 8,364 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,136,475 | 8,543 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $987,656 | 8,543 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,268,771 | 8,578 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $1,110,974 | 8,508 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $895,381 | 8,508 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $855,734 | 8,508 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $704,887 | 8,508 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $524,092 | 8,508 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $476,448 | 8,508 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $446,840 | 8,508 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $394,941 | 8,508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $365,844 | 8,508 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $431,793 | 9,328 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $545,408 | 9,328 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $694,936 | 9,328 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $567,888 | 9,328 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $552,590 | 9,328 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $455,672 | 9,328 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $377,690 | 9,328 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $320,323 | 9,328 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $288,048 | 9,328 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $218,928 | 9,328 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||