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IVC Wealth Advisors’s Knife River KNF Stock Holding History

IVC Wealth Advisors’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 		$343K Sell
4,103
-254
-6% -$21K 0.13% 124
2026
Q1 		$356K Buy
4,357
+21
+0.5% +$1.69K 0.15% 114
2025
Q4 		$305K Buy
4,336
+395
+10% +$27.7K 0.13% 129
2025
Q3 		$303K Buy
3,941
+1,125
+40% +$91.9K 0.14% 127
2025
Q2 		$230K Sell
2,816
-100
-3% -$9.11K 0.11% 157
2025
Q1 		$263K Hold
2,916
– – 0.14% 133
2024
Q4 		$296K Sell
2,916
-62
-2% -$6.06K 0.17% 124
2024
Q3 		$266K Sell
2,978
-2,000
-40% -$156K 0.15% 129
2024
Q2 		$349K Buy
4,978
+150
+3% +$11.2K 0.2% 108
2024
Q1 		$391K Sell
4,828
-62
-1% -$4.35K 0.23% 100
2023
Q4 		$324K Buy
4,890
+149
+3% +$8.48K 0.2% 106
2023
Q3 		$232K Buy
+4,741
New +$225K 0.15% 127

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IVC Wealth Advisors's KNF Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Knife River (KNF) stake by 5.8% in Q2 2026, selling an estimated $21K and leaving 4,103 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #124.

IVC Wealth Advisors first reported a position in KNF in Q3 2023 and has held it in 12 quarters since. The position peaked at $391K in Q1 2024. 390 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • IVC Wealth Advisors held 4,103 shares of Knife River worth $343K as of Q2 2026.
  • IVC Wealth Advisors sold 254 Knife River shares in Q2 2026, an estimated $21K.
  • Knife River made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • IVC Wealth Advisors first reported a position in Knife River in Q3 2023 and has held it in 12 quarters since.
  • IVC Wealth Advisors's Knife River position peaked at $391K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.