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B. Riley Wealth Advisors’s KKR & Co KKR Stock Holding History

B. Riley Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Sell
5,435
-129
-2% -$12.5K 0.03% 483
2026
Q1 		$503K Buy
5,564
+6
+0.1% +$632 0.03% 437
2025
Q4 		$708K Buy
5,558
+109
+2% +$13.6K 0.03% 423
2025
Q3 		$708K Sell
5,449
-697
-11% -$98.9K 0.03% 425
2025
Q2 		$818K Buy
+6,146
New +$719K 0.04% 396
2024
Q4 		$2.46M Sell
16,607
-1,882
-10% -$276K 0.08% 245
2024
Q3 		$2.42M Sell
18,489
-1,726
-9% -$204K 0.07% 280
2024
Q2 		$2.13M Buy
20,215
+429
+2% +$43.7K 0.05% 323
2024
Q1 		$1.22M Buy
19,786
+186
+0.9% +$17.1K 0.03% 468
2023
Q4 		$1.62M Sell
19,600
-186
-0.9% -$12.6K 0.04% 404
2023
Q3 		$1.22M Buy
19,786
+8,816
+80% +$535K 0.03% 468
2023
Q2 		$614K Sell
10,970
-1,209
-10% -$63.3K 0.01% 769
2023
Q1 		$640K Buy
12,179
+40
+0.3% +$2.15K 0.02% 712
2022
Q4 		$563K Buy
12,139
+275
+2% +$13.4K 0.02% 744
2022
Q3 		$511K Sell
11,864
-4,044
-25% -$204K 0.02% 752
2022
Q2 		$737K Sell
15,908
-742
-4% -$38.9K 0.03% 512
2022
Q1 		$974K Buy
16,650
+409
+3% +$25.7K 0.03% 502
2021
Q4 		$1.21M Sell
16,241
-85
-0.5% -$6.27K 0.03% 472
2021
Q3 		$994K Buy
16,326
+62
+0.4% +$3.89K 0.03% 522
2021
Q2 		$964K Sell
16,264
-911
-5% -$50.6K 0.03% 519
2021
Q1 		$839K Sell
17,175
-321
-2% -$14.4K 0.03% 531
2020
Q4 		$709K Sell
17,496
-5,057
-22% -$191K 0.04% 429
2020
Q3 		$761K Sell
22,553
-2,704
-11% -$94.6K 0.04% 388
2020
Q2 		$780K Sell
25,257
-739
-3% -$19.9K 0.05% 329
2020
Q1 		$611K Sell
25,996
-650
-2% -$18.7K 0.05% 341
2019
Q4 		$778K Sell
26,646
-1,060
-4% -$30.2K 0.07% 291
2019
Q3 		$744K Buy
27,706
+3,990
+17% +$105K 0.07% 283
2019
Q2 		$600K Sell
23,716
-1,409
-6% -$33.7K 0.07% 313
2019
Q1 		$591K Buy
25,125
+1,171
+5% +$26.7K 0.07% 283
2018
Q4 		$471K Sell
23,954
-1,082
-4% -$24.7K 0.07% 315
2018
Q3 		$683K Buy
25,036
+1,231
+5% +$32.9K 0.08% 265
2018
Q2 		$592K Sell
23,805
-9,458
-28% -$210K 0.08% 278
2018
Q1 		$676K Buy
33,263
+419
+1% +$9.31K 0.09% 231
2017
Q4 		$692K Buy
32,844
+6,259
+24% +$126K 0.09% 241
2017
Q3 		$541K Sell
26,585
-1,759
-6% -$33.4K 0.09% 244
2017
Q2 		$528K Buy
28,344
+2,149
+8% +$39.3K 0.1% 241
2017
Q1 		$478K Sell
26,195
-25,560
-49% -$454K 0.1% 239
2016
Q4 		$797K Buy
51,755
+12,695
+33% +$191K 0.16% 153
2016
Q3 		$557K Buy
39,060
+12,871
+49% +$183K 0.11% 229
2016
Q2 		$324K Buy
26,189
+1,086
+4% +$14.5K 0.06% 374
2016
Q1 		$369K Buy
25,103
+4,982
+25% +$67.8K 0.09% 297
2015
Q4 		$314K Sell
20,121
-858
-4% -$14.7K 0.06% 353
2015
Q3 		$353K Buy
20,979
+7,123
+51% +$151K 0.08% 303
2015
Q2 		$317K Sell
13,856
-8,404
-38% -$193K 0.08% 315
2015
Q1 		$508K Sell
22,260
-19,205
-46% -$453K 0.12% 215
2014
Q4 		$5.25K Buy
41,465
+19,813
+92% +$434K 0.11% 231
2014
Q3 		$483K Sell
21,652
-21,234
-50% -$498K 0.13% 212
2014
Q2 		$522K Buy
42,886
+32,686
+320% +$761K 0.12% 190
2014
Q1 		$233K Buy
10,200
+1,375
+16% +$33.3K 0.07% 336
2013
Q4 		$215K Sell
8,825
-10,739
-55% -$247K 0.07% 322
2013
Q3 		$403K Buy
19,564
+12,064
+161% +$242K 0.14% 171
2013
Q2 		$147K Buy
+7,500
New +$149K 0.05% 440

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

B. Riley Wealth Advisors's KKR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its KKR & Co (KKR) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 5,435 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #483.

B. Riley Wealth Advisors first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.46M in Q4 2024. 352 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • B. Riley Wealth Advisors held 5,435 shares of KKR & Co worth $483K as of Q2 2026.
  • B. Riley Wealth Advisors sold 129 KKR & Co shares in Q2 2026, an estimated $12.5K.
  • KKR & Co made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #483 holding.
  • B. Riley Wealth Advisors first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's KKR & Co position peaked at $2.46M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.