CI
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CX Institutional’s Knowles KN Stock Holding History

CX Institutional’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
2026
Q3 		$15K Hold
400
– – ﹤0.01% 1282
2026
Q2 		$17K Hold
400
– – ﹤0.01% 1205
2026
Q1 		$10K Hold
400
– – ﹤0.01% 1299
2025
Q4 		$9K Hold
400
– – ﹤0.01% 1210
2025
Q3 		$9K Hold
400
– – ﹤0.01% 1210
2025
Q2 		$7K Hold
400
– – ﹤0.01% 1075
2025
Q1 		$6K Buy
+400
New +$7.16K ﹤0.01% 1052

Other funds holding KN

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

CX Institutional's KN Position: Q3 2026 in Review

CX Institutional held its Knowles (KN) position steady in Q3 2026 at 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

CX Institutional first reported a position in KN in Q1 2025 and has held it in 7 quarters since. The position peaked at $17K in Q2 2026. 12 funds tracked by Wall St. Rank hold KN as of Q3 2026.

  • CX Institutional held 400 shares of Knowles worth $15K as of Q3 2026.
  • CX Institutional left its Knowles share count unchanged in Q3 2026.
  • Knowles made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1282 holding.
  • CX Institutional first reported a position in Knowles in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Knowles position peaked at $17K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Knowles as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.