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Allworth Financial’s Kadant KAI Stock Holding History

Allworth Financial’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4K Sell
62
-48
-44% -$15K ﹤0.01% 3226
2026
Q1 		$32.1K Buy
110
+6
+6% +$1.93K ﹤0.01% 2654
2025
Q4 		$29.5K Hold
104
– – ﹤0.01% 2550
2025
Q3 		$30.8K Buy
104
+49
+89% +$16K ﹤0.01% 2439
2025
Q2 		$17.3K Buy
55
+1
+2% +$313 ﹤0.01% 2610
2025
Q1 		$17.2K Buy
54
+2
+4% +$727 ﹤0.01% 2170
2024
Q4 		$19.7K Hold
52
– – ﹤0.01% 2116
2024
Q3 		$17.7K Hold
52
– – ﹤0.01% 1996
2024
Q2 		$17.4K Sell
52
-6
-10% -$1.71K ﹤0.01% 1967
2024
Q1 		$19.1K Buy
58
+1
+2% +$302 ﹤0.01% 1798
2023
Q4 		$16K Buy
57
+5
+10% +$1.25K ﹤0.01% 1759
2023
Q3 		$11.8K Hold
52
– – ﹤0.01% 1785
2023
Q2 		$11.6K Hold
52
– – ﹤0.01% 1816
2023
Q1 		$10.8K Hold
52
– – ﹤0.01% 1764
2022
Q4 		$9.24K Buy
+52
New +$9.25K ﹤0.01% 1708

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's KAI Position: Q2 2026 in Review

Allworth Financial reduced its Kadant (KAI) stake by 44% in Q2 2026, selling an estimated $15K and leaving 62 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Allworth Financial first reported a position in KAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.1K in Q1 2026. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Allworth Financial held 62 shares of Kadant worth $19.4K as of Q2 2026.
  • Allworth Financial sold 48 Kadant shares in Q2 2026, an estimated $15K.
  • Kadant made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3226 holding.
  • Allworth Financial first reported a position in Kadant in Q4 2022 and has held it in 15 quarters since.
  • Allworth Financial's Kadant position peaked at $32.1K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.