James T. Borello
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James T. Borello’s KKR & Co KKR Stock Holding History

James T. Borello’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
Q3 		$36.2K Buy
396
+3
+0.8% +$306 0.01% 295
2026
Q2 		$36.1K Buy
393
+177
+82% +$17.2K 0.01% 287
2026
Q1 		$20K Buy
216
+88
+69% +$9.28K 0.01% 379
2025
Q4 		$16.3K Buy
128
+62
+94% +$7.71K ﹤0.01% 309
2025
Q3 		$8.58K Buy
+66
New +$9.37K ﹤0.01% 331

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

James T. Borello's KKR Position: Q3 2026 in Review

James T. Borello increased its KKR & Co (KKR) stake by 0.76% in Q3 2026, buying an estimated $306 and bringing the position to 396 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #295.

James T. Borello first reported a position in KKR in Q3 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • James T. Borello held 396 shares of KKR & Co worth $36.2K as of Q3 2026.
  • James T. Borello bought 3 KKR & Co shares in Q3 2026, an estimated $306.
  • KKR & Co made up 0.01% of James T. Borello's portfolio in Q3 2026, its #295 holding.
  • James T. Borello first reported a position in KKR & Co in Q3 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.