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Center for Financial Planning’s Knife River KNF Stock Holding History

Center for Financial Planning’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
-96
Closed -$7.38K – 723
2025
Q3 		$7.38K Buy
+96
New +$7.84K ﹤0.01% 515

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 $865B AUM 30.76% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Center for Financial Planning's KNF Position: Q4 2025 in Review

Center for Financial Planning sold out of Knife River (KNF) in Q4 2025, closing a stake of 96 shares — an estimated $7.38K sold.

Center for Financial Planning first reported a position in KNF in Q3 2025 and held it in 1 quarter. The position peaked at $7.38K in Q3 2025. 381 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

  • Center for Financial Planning reported no remaining Knife River position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 96 Knife River shares in Q4 2025, an estimated $7.38K.
  • Center for Financial Planning first reported a position in Knife River in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Knife River position peaked at $7.38K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.