Institute for Wealth Management’s Knowles KN Stock Holding History

Institute for Wealth Management’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 Q2	$33.6K	Buy	+811	New	+$28.2K	﹤0.01%	989

Other funds holding KN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Institute for Wealth Management's KN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Knowles (KN) in Q2 2026: 811 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

152 funds tracked by Wall St. Rank hold KN as of Q2 2026.

Institute for Wealth Management held 811 shares of Knowles worth $33.6K as of Q2 2026.
Knowles was a new Institute for Wealth Management position in Q2 2026.
Knowles made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #989 holding.
152 funds tracked by Wall St. Rank held Knowles as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.