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Congress Wealth Management’s Knowles KN Stock Holding History

Congress Wealth Management’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$383K Buy
+21,715
New +$351K ﹤0.01% 1005
2024
Q4 		– Sell
-21,845
Closed -$394K – 900
2024
Q3 		$394K Hold
21,845
– – 0.01% 678
2024
Q2 		$377K Buy
+21,845
New +$367K 0.01% 576

Other funds holding KN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's KN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Knowles (KN) in Q2 2025: 21,715 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in KN as recently as Q3 2024.

Congress Wealth Management first reported a position in KN in Q2 2024 and has held it in 3 quarters since. The position peaked at $394K in Q3 2024. 228 funds tracked by Wall St. Rank hold KN as of Q2 2025.

  • Congress Wealth Management held 21,715 shares of Knowles worth $383K as of Q2 2025.
  • Knowles was a new Congress Wealth Management position in Q2 2025.
  • Knowles made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1005 holding.
  • Congress Wealth Management first reported a position in Knowles in Q2 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Knowles position peaked at $394K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Knowles as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.