Congress Asset Management’s Knife River KNF Stock Holding History

Congress Asset 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 Q3	$5.37M	Buy	106,446 +18,728	+21%	+$1.27M	0.03%	265
2026 Q2	$7.34M	Buy	87,718 +3,548	+4%	+$293K	0.05%	239
2026 Q1	$6.87M	Sell	84,170 -616,610	-88%	-$49.7M	0.05%	234
2025 Q4	$49.3M	Sell	700,780 -65,623	-9%	-$4.61M	0.35%	102
2025 Q3	$58.9M	Buy	766,403 +21,736	+3%	+$1.78M	0.39%	100
2025 Q2	$60.8M	Buy	744,667 +10,835	+1%	+$987K	0.42%	99
2025 Q1	$66.2M	Buy	733,832 +37,587	+5%	+$3.66M	0.5%	81
2024 Q4	$70.8M	Buy	696,245 +16,698	+2%	+$1.63M	0.48%	83
2024 Q3	$60.7M	Buy	679,547 +65,930	+11%	+$5.15M	0.41%	91
2024 Q2	$43M	Buy	613,617 +559,246	+1,029%	+$41.8M	0.31%	105
2024 Q1	$4.41M	Buy	+54,371	New	+$3.82M	0.03%	229

Other funds holding KNF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management's KNF Position: Q3 2026 in Review

Congress Asset Management increased its Knife River (KNF) stake by 21% in Q3 2026, buying an estimated $1.27M and bringing the position to 106,446 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #265.

Congress Asset Management first reported a position in KNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $70.8M in Q4 2024. 31 funds tracked by Wall St. Rank hold KNF as of Q3 2026.

Congress Asset Management held 106,446 shares of Knife River worth $5.37M as of Q3 2026.
Congress Asset Management bought 18,728 Knife River shares in Q3 2026, an estimated $1.27M.
Knife River made up 0.03% of Congress Asset Management's portfolio in Q3 2026, its #265 holding.
Congress Asset Management first reported a position in Knife River in Q1 2024 and has held it in 11 quarters since.
Congress Asset Management's Knife River position peaked at $70.8M in Q4 2024.
31 funds tracked by Wall St. Rank held Knife River as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.