Pinnacle Wealth Planning Services’s Knowles KN Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$56.5K	Buy	1,363 +39	+3%	+$1.35K	0.01%	1183
2026 Q1	$34K	Buy	1,324 +116	+10%	+$2.94K	﹤0.01%	1417
2025 Q4	$25.9K	Buy	+1,208	New	+$27.5K	﹤0.01%	1596
2023 Q4	–	Sell	-12,539	Closed	-$186K	–	505
2023 Q3	$186K	Sell	12,539 -203	-2%	-$3.33K	0.03%	376
2023 Q2	$230K	Sell	12,742 -59	-0.5%	-$992	0.04%	330
2023 Q1	$218K	Sell	12,801 -80	-0.6%	-$1.4K	0.04%	359
2022 Q4	$212K	Buy	+12,881	New	+$187K	0.04%	356
2021 Q1	–	Sell	-191	Closed	-$4K	–	1194
2020 Q4	$4K	Buy	+191	New	+$3.19K	﹤0.01%	1736

Other funds holding KN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Pinnacle Wealth Planning Services's KN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Knowles (KN) stake by 2.9% in Q2 2026, buying an estimated $1.35K and bringing the position to 1,363 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #1183.

Pinnacle Wealth Planning Services first reported a position in KN in Q4 2020 and has held it in 8 quarters since. The position peaked at $230K in Q2 2023. 344 funds tracked by Wall St. Rank hold KN as of Q2 2026.

Pinnacle Wealth Planning Services held 1,363 shares of Knowles worth $56.5K as of Q2 2026.
Pinnacle Wealth Planning Services bought 39 Knowles shares in Q2 2026, an estimated $1.35K.
Knowles made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1183 holding.
Pinnacle Wealth Planning Services first reported a position in Knowles in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Knowles position peaked at $230K in Q2 2023.
344 funds tracked by Wall St. Rank held Knowles as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.