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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
Q2 		$23.6K Sell
257
-248
-49% -$24.1K ﹤0.01% 339
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 $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 $3.37T AUM 44.26% 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

Alerus Financial's KKR Position: Q2 2026 in Review

Alerus Financial reduced its KKR & Co (KKR) stake by 49% in Q2 2026, selling an estimated $24.1K and leaving 257 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Alerus Financial first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.48M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Alerus Financial held 257 shares of KKR & Co worth $23.6K as of Q2 2026.
  • Alerus Financial sold 248 KKR & Co shares in Q2 2026, an estimated $24.1K.
  • KKR & Co made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #339 holding.
  • Alerus Financial first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Alerus Financial's KKR & Co position peaked at $2.48M in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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