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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's KN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Knowles (KN) stake by 9.6% in Q1 2026, buying an estimated $2.94K and bringing the position to 1,324 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Pinnacle Wealth Planning Services first reported a position in KN in Q4 2020 and has held it in 7 quarters since. The position peaked at $230K in Q2 2023. 281 funds tracked by Wall St. Rank hold KN as of Q1 2026.

Pinnacle Wealth Planning Services held 1,324 shares of Knowles worth $34K as of Q1 2026.
Pinnacle Wealth Planning Services bought 116 Knowles shares in Q1 2026, an estimated $2.94K.
Knowles made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1417 holding.
Pinnacle Wealth Planning Services first reported a position in Knowles in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Knowles position peaked at $230K in Q2 2023.
281 funds tracked by Wall St. Rank held Knowles as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.