CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in KKR — KKR & Co. Inc.
CIK 1766904
RICHMOND, VA
Position in KKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$191,907
-$12,702 QoQ
Shares Held
2,091
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#275
of 396 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names. KKR ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in KKR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,907 | 2,091 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $204,609 | 2,212 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $242,975 | 1,906 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $239,754 | 1,845 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $237,589 | 1,786 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $189,944 | 1,643 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $242,718 | 1,641 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $683,062 | 5,231 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $523,252 | 4,972 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $522,110 | 5,191 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $342,501 | 4,134 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $62,708 | 1,018 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $65,856 | 1,176 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $83,716 | 1,594 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,993 | 1,594 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $55,974 | 1,630 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||