DiNuzzo Private Wealth’s Knife River KNF Stock Holding History

DiNuzzo Private Wealth’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	$670	Sell	8 -1	-11%	-$83	﹤0.01%	1022
2026 Q1	$735	Buy	9 +2	+29%	+$161	﹤0.01%	973
2025 Q4	$493	Sell	7 -3	-30%	-$211	﹤0.01%	1091
2025 Q3	$810	Buy	10 +1	+11%	+$82	﹤0.01%	946
2025 Q2	$735	Buy	9 +2	+29%	+$182	﹤0.01%	955
2025 Q1	$632	Sell	7 -1	-13%	-$97	﹤0.01%	974
2024 Q4	$814	Buy	8 +1	+14%	+$98	﹤0.01%	917
2024 Q3	$626	Hold	7	–	–	﹤0.01%	1028
2024 Q2	$491	Buy	7 +4	+133%	+$299	﹤0.01%	1046
2024 Q1	$244	Sell	3 -6	-67%	-$421	﹤0.01%	1172
2023 Q4	$596	Buy	+9	New	+$512	﹤0.01%	914

Other funds holding KNF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return