Root Financial Partners’s Knowles KN Stock Holding History

Root Financial Partners’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	$77	Hold	3	–	–	﹤0.01%	3323
2025 Q4	$64	Hold	3	–	–	﹤0.01%	2360
2025 Q3	$70	Buy	+3	New	+$61	﹤0.01%	2259

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

Root Financial Partners's KN Position: Q1 2026 in Review

Root Financial Partners held its Knowles (KN) position steady in Q1 2026 at 3 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Root Financial Partners first reported a position in KN in Q3 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold KN as of Q1 2026.

Root Financial Partners held 3 shares of Knowles worth $77 as of Q1 2026.
Root Financial Partners left its Knowles share count unchanged in Q1 2026.
Knowles made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3323 holding.
Root Financial Partners first reported a position in Knowles in Q3 2025 and has held it in 3 quarters since.
282 funds tracked by Wall St. Rank held Knowles as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.