CA
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Clearstead Advisors’s Knife River KNF Stock Holding History

Clearstead Advisors’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 		$980 Sell
12
-159
-93% -$12.8K ﹤0.01% 2045
2025
Q4 		$12K Sell
171
-71
-29% -$4.99K ﹤0.01% 1846
2025
Q3 		$18.6K Sell
242
-78
-24% -$6.37K ﹤0.01% 1674
2025
Q2 		$26.1K Buy
320
+317
+10,567% +$28.9K ﹤0.01% 1513
2025
Q1 		$271 Sell
3
-36
-92% -$3.51K ﹤0.01% 2111
2024
Q4 		$3.96K Hold
39
– – ﹤0.01% 1758
2024
Q3 		$3.49K Buy
+39
New +$3.04K ﹤0.01% 1766
2023
Q4 		– Sell
-44
Closed -$2.15K – 1596
2023
Q3 		$2.15K Buy
44
+22
+100% +$1.04K ﹤0.01% 1394
2023
Q2 		$957 Buy
+22
New +$934 ﹤0.01% 1254

Other funds holding KNF

BlackRock
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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
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