Private Wealth Management Group’s Knife River KNF Stock Holding History

Private Wealth Management Group’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 Q2	$4.18K	Buy	50 +26	+108%	+$2.15K	﹤0.01%	914
2026 Q1	$1.96K	Hold	24	–	–	﹤0.01%	1094
2025 Q4	$1.69K	Sell	24 -21	-47%	-$1.48K	﹤0.01%	1140
2025 Q3	$3.46K	Hold	45	–	–	﹤0.01%	929
2025 Q2	$3.67K	Buy	45 +21	+88%	+$1.91K	﹤0.01%	880
2025 Q1	$2.17K	Hold	24	–	–	﹤0.01%	1025
2024 Q4	$2.44K	Hold	24	–	–	﹤0.01%	1009
2024 Q3	$2.15K	Hold	24	–	–	﹤0.01%	1033
2024 Q2	$1.68K	Hold	24	–	–	﹤0.01%	1115
2024 Q1	$1.95K	Hold	24	–	–	﹤0.01%	980
2023 Q4	$1.59K	Buy	+24	New	+$1.36K	﹤0.01%	1080

Other funds holding KNF

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Management Group's KNF Position: Q2 2026 in Review

Private Wealth Management Group increased its Knife River (KNF) stake by 108% in Q2 2026, buying an estimated $2.15K and bringing the position to 50 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Private Wealth Management Group first reported a position in KNF in Q4 2023 and has held it in 11 quarters since. 392 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

Private Wealth Management Group held 50 shares of Knife River worth $4.18K as of Q2 2026.
Private Wealth Management Group bought 26 Knife River shares in Q2 2026, an estimated $2.15K.
Knife River made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #914 holding.
Private Wealth Management Group first reported a position in Knife River in Q4 2023 and has held it in 11 quarters since.
392 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.