Superior Planning, LLC’s Kaiser Aluminum KALU Stock Holding History

Superior Planning, LLC’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.59K	Buy	+11	New	+$1.8K	﹤0.01%	1624

Other funds holding KALU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Superior Planning, LLC's KALU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Kaiser Aluminum (KALU) in Q3 2026: 11 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

217 funds tracked by Wall St. Rank hold KALU as of Q3 2026.

Superior Planning, LLC held 11 shares of Kaiser Aluminum worth $1.59K as of Q3 2026.
Kaiser Aluminum was a new Superior Planning, LLC position in Q3 2026.
Kaiser Aluminum made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1624 holding.
217 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.