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 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

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Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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