JFS Wealth Advisors’s Knife River KNF Stock Holding History

JFS 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	$3.35K	Buy	40 +17	+74%	+$1.41K	﹤0.01%	1443
2026 Q1	$1.88K	Buy	23 +4	+21%	+$322	﹤0.01%	1525
2025 Q4	$1.34K	Sell	19 -2	-10%	-$140	﹤0.01%	1655
2025 Q3	$1.61K	Hold	21	–	–	﹤0.01%	1494
2025 Q2	$1.72K	Sell	21 -8	-28%	-$728	﹤0.01%	1429
2025 Q1	$2.62K	Buy	29 +8	+38%	+$779	﹤0.01%	1365
2024 Q4	$2.13K	Hold	21	–	–	﹤0.01%	1449
2024 Q3	$1.88K	Buy	21 +1	+5%	+$78	﹤0.01%	1516
2024 Q2	$1.4K	Buy	20 +11	+122%	+$822	﹤0.01%	1567
2024 Q1	$730	Sell	9 -38	-81%	-$2.67K	﹤0.01%	1725
2023 Q4	$3.11K	Hold	47	–	–	﹤0.01%	1243
2023 Q3	$2.3K	Hold	47	–	–	﹤0.01%	1309
2023 Q2	$2.04K	Buy	+47	New	+$1.99K	﹤0.01%	1379

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

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

JFS Wealth Advisors increased its Knife River (KNF) stake by 74% in Q2 2026, buying an estimated $1.41K and bringing the position to 40 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

JFS Wealth Advisors first reported a position in KNF in Q2 2023 and has held it in 13 quarters since. 390 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

JFS Wealth Advisors held 40 shares of Knife River worth $3.35K as of Q2 2026.
JFS Wealth Advisors bought 17 Knife River shares in Q2 2026, an estimated $1.41K.
Knife River made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1443 holding.
JFS Wealth Advisors first reported a position in Knife River in Q2 2023 and has held it in 13 quarters since.
390 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.