Ballentine Partners, LLC KRNY — KEARNY FINL CORP MD

Ownership history in Ballentine Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Ballentine Partners, LLC reported KEARNY FINL CORP MD (KRNY) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows KRNY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KRNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballentine Partners, LLC's position in KEARNY FINL CORP MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KRNY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KRNY stock page Ballentine Partners, LLC fund profile Ballentine Partners, LLC full holdings
How Ballentine Partners, LLC held KRNY — position size vs. price
% of Fund (quarterly)    KRNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,959 +208 +1.8% 0.00% $113K 2026-07-17 $9.50
2026 Q1 ADDED — — — 11,751 +33 +0.3% 0.00% $89K 2026-05-14 $7.99
2025 Q4 REDUCED 35.3% +3.3% ❌ 11,718 -6,388 -35.3% 0.00% $87K 2026-02-03 $8.02
2024 Q4 ADDED — — — 18,106 +479 +2.7% 0.00% $128K 2025-01-16 $6.52
2024 Q3 INITIATED — — — 17,627 — — 0.00% $121K 2024-10-23 $6.47

🏢 Other funds also holding KRNY

As of 2026 Q2 — sorted by position size

HENNESSY ADVISORS INC 3Y 7Y 0.09% CWA Asset Management Group, LLC 3Y 7Y 0.0% J.W. COLE ADVISORS, INC. 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Ballentine Partners, LLC and KRNY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballentine Partners, LLC reported owning KRNY?

Ballentine Partners, LLC reported KRNY across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported KRNY position in Ballentine Partners, LLC's portfolio?

The largest reported portfolio weight for KRNY was 0.00% in 2024 Q4.

What is the latest reported KRNY position on this page?

The most recent filing on this page is 2026 Q2, when Ballentine Partners, LLC reported 11,959 shares, equal to 0.00% of portfolio, with an estimated market value of $113K.

What does the chart on this KRNY ownership page compare?

The chart compares Ballentine Partners, LLC's quarterly KRNY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ballentine Partners, LLC time their KRNY position?

Based on 13F filing dates vs. subsequent KRNY price moves, Ballentine Partners, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on KRNY relative to SPY over the holding period was +10.8%.

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