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Root Financial Partners’s Knife River KNF Stock Holding History

Root Financial Partners’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 		– Sell
-213
Closed -$17.4K – 1895
2026
Q1 		$17.4K Buy
213
+158
+287% +$12.7K ﹤0.01% 1401
2025
Q4 		$3.87K Sell
55
-55
-50% -$3.86K ﹤0.01% 1840
2025
Q3 		$8.46K Buy
+110
New +$8.98K ﹤0.01% 1519

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Vanguard Portfolio Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's KNF Position: Q2 2026 in Review

Root Financial Partners sold out of Knife River (KNF) in Q2 2026, closing a stake of 213 shares — an estimated $17.4K sold.

Root Financial Partners first reported a position in KNF in Q3 2025 and held it in 3 quarters. The position peaked at $17.4K in Q1 2026. 391 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Root Financial Partners reported no remaining Knife River position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 213 Knife River shares in Q2 2026, an estimated $17.4K.
  • Root Financial Partners first reported a position in Knife River in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Knife River position peaked at $17.4K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.