Root Financial Partners
KN icon

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
Q3 		$8.1K Buy
+218
New +$7.92K ﹤0.01% 2020
2026
Q2 		– Sell
-3
Closed -$77 – 1894
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

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's KN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Knowles (KN) in Q3 2026: 218 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KN as recently as Q1 2026.

Root Financial Partners first reported a position in KN in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold KN as of Q3 2026.

  • Root Financial Partners held 218 shares of Knowles worth $8.1K as of Q3 2026.
  • Knowles was a new Root Financial Partners position in Q3 2026.
  • Knowles made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2020 holding.
  • Root Financial Partners first reported a position in Knowles in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Knowles as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.