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Congress Wealth Management’s Knife River KNF Stock Holding History

Congress Wealth 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
2025
Q2 		$7.63M Sell
93,504
-1,806
-2% -$164K 0.07% 302
2025
Q1 		$8.6M Buy
95,310
+6,062
+7% +$591K 0.1% 233
2024
Q4 		$9.07M Buy
89,248
+5,613
+7% +$549K 0.12% 209
2024
Q3 		$7.48M Buy
83,635
+2,588
+3% +$202K 0.1% 242
2024
Q2 		$5.68M Buy
+81,047
New +$6.05M 0.09% 233

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Congress Wealth Management reduced its Knife River (KNF) stake by 1.9% in Q2 2025, selling an estimated $164K and leaving 93,504 shares worth $7.63M. The position accounts for 0.07% of the portfolio, ranked #302.

Congress Wealth Management first reported a position in KNF in Q2 2024 and has held it in 5 quarters since. The position peaked at $9.07M in Q4 2024. 412 funds tracked by Wall St. Rank hold KNF as of Q2 2025.

  • Congress Wealth Management held 93,504 shares of Knife River worth $7.63M as of Q2 2025.
  • Congress Wealth Management sold 1,806 Knife River shares in Q2 2025, an estimated $164K.
  • Knife River made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #302 holding.
  • Congress Wealth Management first reported a position in Knife River in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Knife River position peaked at $9.07M in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Knife River as of Q2 2025.

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