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Bogart Wealth LLC’s Knife River KNF Stock Holding History

Bogart Wealth LLC’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
2025
Q4 		– Sell
-11
Closed -$846 – 1640
2025
Q3 		$846 Hold
11
– – ﹤0.01% 1315
2025
Q2 		$898 Hold
11
– – ﹤0.01% 1240
2025
Q1 		$992 Sell
11
-21
-66% -$2.05K ﹤0.01% 1182
2024
Q4 		$3.25K Buy
+32
New +$3.13K ﹤0.01% 995

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's KNF Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Knife River (KNF) in Q4 2025, closing a stake of 11 shares — an estimated $846 sold.

Bogart Wealth LLC first reported a position in KNF in Q4 2024 and held it in 4 quarters. The position peaked at $3.25K in Q4 2024. 383 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Knife River position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 11 Knife River shares in Q4 2025, an estimated $846.
  • Bogart Wealth LLC first reported a position in Knife River in Q4 2024 and held it in 4 quarters.
  • Bogart Wealth LLC's Knife River position peaked at $3.25K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.