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Rothschild Investment LLC’s Knife River KNF Stock Holding History

Rothschild Investment LLC’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 		$65.2K Buy
780
+671
+616% +$55.5K ﹤0.01% 1188
2026
Q1 		$8.9K Buy
109
+22
+25% +$1.77K ﹤0.01% 1748
2025
Q4 		$6.12K Buy
87
+35
+67% +$2.46K ﹤0.01% 1784
2025
Q3 		$4K Sell
52
-23
-31% -$1.88K ﹤0.01% 1806
2025
Q2 		$6.12K Hold
75
– – ﹤0.01% 1406
2025
Q1 		$6.77K Buy
75
+20
+36% +$1.95K ﹤0.01% 1302
2024
Q4 		$5.59K Buy
55
+5
+10% +$489 ﹤0.01% 1308
2024
Q3 		$4.47K Buy
50
+35
+233% +$2.73K ﹤0.01% 1338
2024
Q2 		$1.05K Buy
15
+10
+200% +$747 ﹤0.01% 1633
2024
Q1 		$405 Buy
+5
New +$351 ﹤0.01% 1438

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Rothschild Investment LLC's KNF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Knife River (KNF) stake by 616% in Q2 2026, buying an estimated $55.5K and bringing the position to 780 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Rothschild Investment LLC first reported a position in KNF in Q1 2024 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Rothschild Investment LLC held 780 shares of Knife River worth $65.2K as of Q2 2026.
  • Rothschild Investment LLC bought 671 Knife River shares in Q2 2026, an estimated $55.5K.
  • Knife River made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1188 holding.
  • Rothschild Investment LLC first reported a position in Knife River in Q1 2024 and has held it in 10 quarters since.
  • 368 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.