Angeles Wealth Management’s Knife River KNF Stock Holding History

Angeles Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Buy	8,661 +90	+1%	+$7.25K	0.04%	177
2025 Q4	$603K	Buy	8,571 +87	+1%	+$6.11K	0.03%	182
2025 Q3	$652K	Sell	8,484 -16	-0.2%	-$1.31K	0.04%	158
2025 Q2	$694K	Sell	8,500 -4	-0%	-$364	0.05%	143
2025 Q1	$767K	Buy	8,504 +4	+0%	+$390	0.06%	108
2024 Q4	$864K	Hold	8,500	–	–	0.07%	101
2024 Q3	$760K	Buy	8,500 +125	+1%	+$9.76K	0.07%	103
2024 Q2	$587K	Hold	8,375	–	–	0.06%	116
2024 Q1	$679K	Buy	8,375 +5	+0.1%	+$351	0.07%	100
2023 Q4	$554K	Hold	8,370	–	–	0.07%	103
2023 Q3	$409K	Hold	8,370	–	–	0.06%	102
2023 Q2	$364K	Buy	+8,370	New	+$355K	0.05%	124

Other funds holding KNF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return