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Copia Wealth Management’s Knife River KNF Stock Holding History

Copia 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
2026
Q2 		$6.61K Hold
79
– – ﹤0.01% 379
2026
Q1 		$6.45K Hold
79
– – ﹤0.01% 359
2025
Q4 		$5.56K Hold
79
– – ﹤0.01% 371
2025
Q3 		$6.07K Hold
79
– – ﹤0.01% 347
2025
Q2 		$6.45K Hold
79
– – 0.01% 321
2025
Q1 		$7.13K Hold
79
– – 0.01% 310
2024
Q4 		$8.03K Buy
+79
New +$7.72K 0.01% 279

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Copia Wealth Management's KNF Position: Q2 2026 in Review

Copia Wealth Management held its Knife River (KNF) position steady in Q2 2026 at 79 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Copia Wealth Management first reported a position in KNF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.03K in Q4 2024. 391 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Copia Wealth Management held 79 shares of Knife River worth $6.61K as of Q2 2026.
  • Copia Wealth Management left its Knife River share count unchanged in Q2 2026.
  • Knife River made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Copia Wealth Management first reported a position in Knife River in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Knife River position peaked at $8.03K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.