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 Q2	$428K	Hold	5,116	–	–	0.13%	143
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Forza Wealth Management held its Knife River (KNF) position steady in Q2 2026 at 5,116 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #143.

Forza Wealth Management first reported a position in KNF in Q2 2023 and has held it in 13 quarters since. The position peaked at $520K in Q4 2024. 392 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

Forza Wealth Management held 5,116 shares of Knife River worth $428K as of Q2 2026.
Forza Wealth Management left its Knife River share count unchanged in Q2 2026.
Knife River made up 0.13% of Forza Wealth Management's portfolio in Q2 2026, its #143 holding.
Forza Wealth Management first reported a position in Knife River in Q2 2023 and has held it in 13 quarters since.
Forza Wealth Management's Knife River position peaked at $520K in Q4 2024.
392 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.