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Montgomery Investment Management’s Knife River KNF Stock Holding History

Montgomery Investment 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
Q2 		$1.01M Sell
12,104
-300
-2% -$24.8K 0.31% 52
2026
Q1 		$1.01M Hold
12,404
– – 0.35% 46
2025
Q4 		$873K Hold
12,404
– – 0.31% 49
2025
Q3 		$953K Hold
12,404
– – 0.34% 47
2025
Q2 		$1.01M Sell
12,404
-750
-6% -$68.3K 0.39% 42
2025
Q1 		$1.19M Hold
13,154
– – 0.47% 40
2024
Q4 		$1.34M Hold
13,154
– – 0.53% 36
2024
Q3 		$1.18M Hold
13,154
– – 0.43% 40
2024
Q2 		$923K Hold
13,154
– – 0.37% 42
2024
Q1 		$1.07M Sell
13,154
-1,645
-11% -$115K 0.41% 42
2023
Q4 		$979K Hold
14,799
– – 0.3% 45
2023
Q3 		$723K Sell
14,799
-187
-1% -$8.88K 0.25% 50
2023
Q2 		$652K Buy
+14,986
New +$636K 0.22% 53

Other funds holding KNF

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Montgomery Investment Management's KNF Position: Q2 2026 in Review

Montgomery Investment Management reduced its Knife River (KNF) stake by 2.4% in Q2 2026, selling an estimated $24.8K and leaving 12,104 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #52.

Montgomery Investment Management first reported a position in KNF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2024. 87 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Montgomery Investment Management held 12,104 shares of Knife River worth $1.01M as of Q2 2026.
  • Montgomery Investment Management sold 300 Knife River shares in Q2 2026, an estimated $24.8K.
  • Knife River made up 0.31% of Montgomery Investment Management's portfolio in Q2 2026, its #52 holding.
  • Montgomery Investment Management first reported a position in Knife River in Q2 2023 and has held it in 13 quarters since.
  • Montgomery Investment Management's Knife River position peaked at $1.34M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.