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Summit Wealth Group (Colorado)’s Knife River KNF Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,468
Closed -$1.55M – 367
2025
Q3 		$1.55M Buy
+5,468
New +$447K 0.24% 66

Other funds holding KNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KNF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Knife River (KNF) in Q4 2025, closing a stake of 5,468 shares — an estimated $1.55M sold.

Summit Wealth Group (Colorado) first reported a position in KNF in Q3 2025 and held it in 1 quarter. The position peaked at $1.55M in Q3 2025. 381 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Knife River position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,468 Knife River shares in Q4 2025, an estimated $1.55M.
  • Summit Wealth Group (Colorado) first reported a position in Knife River in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Knife River position peaked at $1.55M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.