Raymond James Financial
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Raymond James Financial’s KKR & Co KKR Stock Holding History

Raymond James Financial’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
Q1 		$95.4M Buy
1,031,263
+26,006
+3% +$2.74M 0.03% 533
2025
Q4 		$128M Sell
1,005,257
-54,226
-5% -$6.74M 0.04% 410
2025
Q3 		$138M Sell
1,059,483
-70,111
-6% -$9.95M 0.04% 381
2025
Q2 		$150M Buy
1,129,594
+23,735
+2% +$2.78M 0.05% 329
2025
Q1 		$128M Sell
1,105,859
-374,217
-25% -$51.5M 0.05% 353
2024
Q4 		$219M Buy
+1,480,076
New +$217M 0.08% 220

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Raymond James Financial's KKR Position: Q1 2026 in Review

Raymond James Financial increased its KKR & Co (KKR) stake by 2.6% in Q1 2026, buying an estimated $2.74M and bringing the position to 1,031,263 shares worth $95.4M. The position accounts for 0.03% of the portfolio, ranked #533.

Raymond James Financial first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $219M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Raymond James Financial held 1,031,263 shares of KKR & Co worth $95.4M as of Q1 2026.
  • Raymond James Financial bought 26,006 KKR & Co shares in Q1 2026, an estimated $2.74M.
  • KKR & Co made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #533 holding.
  • Raymond James Financial first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's KKR & Co position peaked at $219M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.