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RAYMOND JAMES FINANCIAL INC: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on KKR, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 858,563 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858,563 shares
    Change vs previous 13F -172,700 shares

    0.02% of the 13F portfolio, value $78,798,837.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,031,263 shares
    Change vs previous 13F +26,006 shares

    0.03% of the 13F portfolio, value $95,387,077.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,005,257 shares
    Change vs previous 13F -54,226 shares

    0.04% of the 13F portfolio, value $128,150,050.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,059,483 shares
    Change vs previous 13F -70,111 shares

    0.04% of the 13F portfolio, value $137,682,090.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,129,594 shares
    Change vs previous 13F +23,735 shares

    0.05% of the 13F portfolio, value $150,269,990.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,105,859 shares
    Change vs previous 13F -374,217 shares

    0.05% of the 13F portfolio, value $127,848,302.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,480,076 shares
    Change vs previous 13F +1,365,768 shares

    0.08% of the 13F portfolio, value $218,917,995.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,926,313.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 14,714 shares
    • Raymond James Financial Services Advisors, Inc.: 99,594 shares

    Acceptance time not in the bulk data set (spec §4.2).