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Mount Yale Investment Advisors’s Knife River KNF Stock Holding History

Mount Yale 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
2026
Q1 		$321K Buy
+3,934
New +$317K 0.01% 868
2025
Q3 		– Sell
-3,670
Closed -$300K – 1168
2025
Q2 		$300K Buy
+3,670
New +$334K 0.02% 456

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 $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mount Yale Investment Advisors's KNF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Knife River (KNF) in Q1 2026: 3,934 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KNF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KNF in Q2 2025 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

  • Mount Yale Investment Advisors held 3,934 shares of Knife River worth $321K as of Q1 2026.
  • Knife River was a new Mount Yale Investment Advisors position in Q1 2026.
  • Knife River made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #868 holding.
  • Mount Yale Investment Advisors first reported a position in Knife River in Q2 2025 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.