Forza Wealth Management’s Knife River KNF Stock Holding History

Forza 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 Q1	$418K	Hold	5,116	–	–	0.15%	143
2025 Q4	$360K	Hold	5,116	–	–	0.13%	149
2025 Q3	$393K	Hold	5,116	–	–	0.15%	137
2025 Q2	$418K	Hold	5,116	–	–	0.17%	135
2025 Q1	$462K	Hold	5,116	–	–	0.21%	113
2024 Q4	$520K	Hold	5,116	–	–	0.24%	105
2024 Q3	$457K	Sell	5,116 -2	-0%	-$156	0.21%	124
2024 Q2	$359K	Hold	5,118	–	–	0.19%	135
2024 Q1	$415K	Hold	5,118	–	–	0.22%	125
2023 Q4	$339K	Hold	5,118	–	–	0.19%	133
2023 Q3	$250K	Hold	5,118	–	–	0.13%	160
2023 Q2	$223K	Buy	+5,118	New	+$217K	0.11%	169

Other funds holding KNF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return