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Synergy Investment Management’s Knife River KNF Stock Holding History

Synergy Investment Management’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 		$1.25K Hold
15
– – ﹤0.01% 956
2026
Q1 		$1.23K Buy
+15
New +$1.21K ﹤0.01% 749
2025
Q2 		– Sell
-15
Closed -$1.35K – 358
2025
Q1 		$1.35K Hold
15
– – ﹤0.01% 564
2024
Q4 		$1.52K Buy
+15
New +$1.47K ﹤0.01% 582

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

Synergy Investment Management's KNF Position: Q2 2026 in Review

Synergy Investment Management held its Knife River (KNF) position steady in Q2 2026 at 15 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Synergy Investment Management first reported a position in KNF in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.52K in Q4 2024. 391 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Synergy Investment Management held 15 shares of Knife River worth $1.25K as of Q2 2026.
  • Synergy Investment Management left its Knife River share count unchanged in Q2 2026.
  • Knife River made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #956 holding.
  • Synergy Investment Management first reported a position in Knife River in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Knife River position peaked at $1.52K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.