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Alerus Financial’s KKR & Co KKR Stock Holding History

Alerus 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 		$46.7K Sell
505
-911
-64% -$96K ﹤0.01% 309
2025
Q4 		$181K Sell
1,416
-16,058
-92% -$2M 0.01% 172
2025
Q3 		$2.27M Sell
17,474
-1,200
-6% -$170K 0.12% 106
2025
Q2 		$2.48M Buy
18,674
+566
+3% +$66.3K 0.18% 97
2025
Q1 		$2.09M Buy
+18,108
New +$2.49M 0.17% 97

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

Alerus Financial's KKR Position: Q1 2026 in Review

Alerus Financial reduced its KKR & Co (KKR) stake by 64% in Q1 2026, selling an estimated $96K and leaving 505 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Alerus Financial first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.48M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Alerus Financial held 505 shares of KKR & Co worth $46.7K as of Q1 2026.
  • Alerus Financial sold 911 KKR & Co shares in Q1 2026, an estimated $96K.
  • KKR & Co made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #309 holding.
  • Alerus Financial first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Alerus Financial's KKR & Co position peaked at $2.48M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.