Raymond James Financial
KKR icon

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
2025
Q3 		– Sell
-7,600
Closed -$874K – 5881
2025
Q2 		$874K Buy
+7,600
New +$890K ﹤0.01% 3664

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raymond James Financial's KKR Position: Q2 2026 in Review

Raymond James Financial reduced its KKR & Co (KKR) stake by 17% in Q2 2026, selling an estimated $16.7M and leaving 858,563 shares worth $78.8M. The position accounts for 0.02% of the portfolio, ranked #688.

Raymond James Financial first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $219M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Raymond James Financial held 858,563 shares of KKR & Co worth $78.8M as of Q2 2026.
  • Raymond James Financial sold 172,700 KKR & Co shares in Q2 2026, an estimated $16.7M.
  • KKR & Co made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #688 holding.
  • Raymond James Financial first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's KKR & Co position peaked at $219M in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.