PFC
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Phocas Financial Corp’s Knowles KN Stock Holding History

Phocas Financial Corp’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Buy
137,752
+93,825
+214% +$2.37M 0.56% 75
2025
Q4 		$941K Buy
+43,927
New +$1M 0.12% 124
2014
Q4 		– Sell
-109,988
Closed -$2.92M – 252
2014
Q3 		$2.92M Sell
109,988
-181,417
-62% -$5.54M 0.26% 157
2014
Q2 		$8.96M Buy
291,405
+36,152
+14% +$1.09M 0.78% 34
2014
Q1 		$8.06M Buy
+255,253
New +$7.92M 0.78% 32

Other funds holding KN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return