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 Q3	$57.5K	Buy	1,547 +184	+13%	+$6.69K	0.01%	1171
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's KN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Knowles (KN) stake by 13% in Q3 2026, buying an estimated $6.69K and bringing the position to 1,547 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #1171.

Pinnacle Wealth Planning Services first reported a position in KN in Q4 2020 and has held it in 9 quarters since. The position peaked at $230K in Q2 2023. 159 funds tracked by Wall St. Rank hold KN as of Q3 2026.

Pinnacle Wealth Planning Services held 1,547 shares of Knowles worth $57.5K as of Q3 2026.
Pinnacle Wealth Planning Services bought 184 Knowles shares in Q3 2026, an estimated $6.69K.
Knowles made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1171 holding.
Pinnacle Wealth Planning Services first reported a position in Knowles in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Knowles position peaked at $230K in Q2 2023.
159 funds tracked by Wall St. Rank held Knowles as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.