Moneta Group Investment Advisors’s Knife River KNF Stock Holding History

Moneta Group Investment 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
2025 Q4	–	Sell	-3,818	Closed	-$293K	–	833
2025 Q3	$293K	Sell	3,818 -1,696	-31%	-$139K	﹤0.01%	629
2025 Q2	$450K	Sell	5,514 -18	-0.3%	-$1.64K	0.01%	459
2025 Q1	$499K	Hold	5,532	–	–	0.01%	421
2024 Q4	$562K	Buy	5,532 +1,051	+23%	+$103K	0.01%	386
2024 Q3	$401K	Buy	4,481 +555	+14%	+$43.3K	0.01%	458
2024 Q2	$275K	Buy	3,926 +349	+10%	+$26.1K	﹤0.01%	512
2024 Q1	$290K	Buy	+3,577	New	+$251K	﹤0.01%	495

Other funds holding KNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's KNF Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Knife River (KNF) in Q4 2025, closing a stake of 3,818 shares — an estimated $293K sold.

Moneta Group Investment Advisors first reported a position in KNF in Q1 2024 and held it in 7 quarters. The position peaked at $562K in Q4 2024. 381 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

Moneta Group Investment Advisors reported no remaining Knife River position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,818 Knife River shares in Q4 2025, an estimated $293K.
Moneta Group Investment Advisors first reported a position in Knife River in Q1 2024 and held it in 7 quarters.
Moneta Group Investment Advisors's Knife River position peaked at $562K in Q4 2024.
381 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.