Rothwell Investment Advisors, LLC’s Kaiser Aluminum KALU Stock Holding History

Rothwell Investment Advisors, 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	$93.1K	Buy	+643	New	+$105K	0.05%	295

Other funds holding KALU

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

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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KALU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Kaiser Aluminum (KALU) in Q3 2026: 643 shares worth $93.1K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings.

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

Rothwell Investment Advisors, LLC held 643 shares of Kaiser Aluminum worth $93.1K as of Q3 2026.
Kaiser Aluminum was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Kaiser Aluminum made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #295 holding.
140 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.