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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return