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 Q3	$258K	Hold	5,116	–	–	0.07%	174
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

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Forza Wealth Management's KNF Position: Q3 2026 in Review

Forza Wealth Management held its Knife River (KNF) position steady in Q3 2026 at 5,116 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #174.

Forza Wealth Management first reported a position in KNF in Q2 2023 and has held it in 14 quarters since. The position peaked at $520K in Q4 2024. 66 funds tracked by Wall St. Rank hold KNF as of Q3 2026.

Forza Wealth Management held 5,116 shares of Knife River worth $258K as of Q3 2026.
Forza Wealth Management left its Knife River share count unchanged in Q3 2026.
Knife River made up 0.07% of Forza Wealth Management's portfolio in Q3 2026, its #174 holding.
Forza Wealth Management first reported a position in Knife River in Q2 2023 and has held it in 14 quarters since.
Forza Wealth Management's Knife River position peaked at $520K in Q4 2024.
66 funds tracked by Wall St. Rank held Knife River as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.