CAMPBELL NEWMAN ASSET MANAGEMENT INC KNF Knife River Corp.

Ownership history in CAMPBELL NEWMAN ASSET MANAGEMENT INC  ·  4 quarters on record

AI Ownership Summary

CAMPBELL NEWMAN ASSET MANAGEMENT INC reported Knife River Corp. (KNF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows KNF at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KNF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAMPBELL NEWMAN ASSET MANAGEMENT INC's position in Knife River Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KNF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAMPBELL NEWMAN ASSET MANAGEMENT INC held KNF — position size vs. price
% of Fund (quarterly)    KNF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,429 +367 +2.2% 0.12% $1.4M 2026-04-16 $83.85
2025 Q4 REDUCED 17,062 -737 -4.1% 0.09% $1.2M 2026-01-26 $72.88
2025 Q3 ADDED 17,799 +88 +0.5% 0.10% $1.4M 2025-10-23 $63.05
2025 Q2 INITIATED 17,711 0.12% $1.4M 2025-07-17 $79.37

FAQ About CAMPBELL NEWMAN ASSET MANAGEMENT INC and KNF

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAMPBELL NEWMAN ASSET MANAGEMENT INC reported owning KNF?

CAMPBELL NEWMAN ASSET MANAGEMENT INC reported KNF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported KNF position in CAMPBELL NEWMAN ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for KNF was 0.12% in 2026 Q1.

What is the latest reported KNF position on this page?

The most recent filing on this page is 2026 Q1, when CAMPBELL NEWMAN ASSET MANAGEMENT INC reported 17,429 shares, equal to 0.12% of portfolio, with an estimated market value of $1.4M.

What does the chart on this KNF ownership page compare?

The chart compares CAMPBELL NEWMAN ASSET MANAGEMENT INC's quarterly KNF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAMPBELL NEWMAN ASSET MANAGEMENT INC time their KNF position?

Based on 13F filing dates vs. subsequent KNF price moves, CAMPBELL NEWMAN ASSET MANAGEMENT INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on KNF relative to SPY over the holding period was -8.3%.

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