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Physician Wealth Advisors’s Knife River KNF Stock Holding History

Physician 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
Q1 		$91.9K Hold
1,125
– – 0.01% 297
2025
Q4 		$79.1K Hold
1,125
– – 0.01% 308
2025
Q3 		$86.5K Sell
1,125
-8
-0.7% -$653 0.01% 292
2025
Q2 		$92.5K Buy
1,133
+8
+0.7% +$728 0.01% 272
2025
Q1 		$101K Hold
1,125
– – 0.02% 254
2024
Q4 		$114K Buy
+1,125
New +$110K 0.02% 239

Other funds holding KNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Physician Wealth Advisors's KNF Position: Q1 2026 in Review

Physician Wealth Advisors held its Knife River (KNF) position steady in Q1 2026 at 1,125 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Physician Wealth Advisors first reported a position in KNF in Q4 2024 and has held it in 6 quarters since. The position peaked at $114K in Q4 2024. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

  • Physician Wealth Advisors held 1,125 shares of Knife River worth $91.9K as of Q1 2026.
  • Physician Wealth Advisors left its Knife River share count unchanged in Q1 2026.
  • Knife River made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #297 holding.
  • Physician Wealth Advisors first reported a position in Knife River in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Knife River position peaked at $114K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.