Pacific Capital Wealth Advisors, Inc. KNX KNIGHT SWIFT TRANSPORTATCLASS A

Ownership history in Pacific Capital Wealth Advisors, Inc.  ·  12 quarters on record

AI Ownership Summary

Pacific Capital Wealth Advisors, Inc. reported KNIGHT SWIFT TRANSPORTATCLASS A (KNX) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows KNX at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pacific Capital Wealth Advisors, Inc.'s position in KNIGHT SWIFT TRANSPORTATCLASS A, 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 Q2

KNX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Pacific Capital Wealth Advisors, Inc. held KNX — position size vs. price
% of Fund (quarterly)    KNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 11,441 0% 0.13% $891K 2026-07-09 $77.17
2026 Q1 ADDED 11,441 +49 +0.4% 0.11% $659K 2026-04-14 $61.83
2025 Q4 ADDED 11,392 +52 +0.5% 0.10% $596K 2026-01-26 $55.94
2025 Q3 UNCHANGED 11,340 0% 0.08% $448K 2025-10-29 $44.07
2025 Q2 UNCHANGED 11,340 0% 0.10% $524K 2025-07-09 $46.98
2025 Q1 UNCHANGED 11,340 0% 0.09% $493K 2025-04-18 $38.71
2024 Q4 REDUCED 6.3% -17.7% 11,340 -763 -6.3% 0.10% $601K 2025-01-22 $53.85
2024 Q3 UNCHANGED 12,103 0% 0.11% $653K 2024-10-15 $50.30
2024 Q2 UNCHANGED 12,103 0% 0.11% $604K 2024-08-06 $51.12
2024 Q1 UNCHANGED 12,103 0% 0.16% $666K 2024-05-15 $48.43
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Pacific Capital Wealth Advisors, Inc. and KNX

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

How long has Pacific Capital Wealth Advisors, Inc. reported owning KNX?

Pacific Capital Wealth Advisors, Inc. reported KNX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KNX position in Pacific Capital Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for KNX was 0.16% in 2024 Q1.

What is the latest reported KNX position on this page?

The most recent filing on this page is 2026 Q2, when Pacific Capital Wealth Advisors, Inc. reported 11,441 shares, equal to 0.13% of portfolio, with an estimated market value of $891K.

What does the chart on this KNX ownership page compare?

The chart compares Pacific Capital Wealth Advisors, Inc.'s quarterly KNX 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 Pacific Capital Wealth Advisors, Inc. time their KNX position?

Based on 13F filing dates vs. subsequent KNX price moves, Pacific Capital Wealth Advisors, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on KNX relative to SPY over the holding period was -6.7%.

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