AssetMark Inc
KAI icon

AssetMark Inc’s Kadant KAI Stock Holding History

AssetMark Inc’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
Q3 		$1.83K Sell
7
-24
-77% -$7.24K ﹤0.01% 3080
2026
Q2 		$9.7K Hold
31
– – ﹤0.01% 2463
2026
Q1 		$9.06K Hold
31
– – ﹤0.01% 2346
2025
Q4 		$8.84K Buy
+31
New +$8.81K ﹤0.01% 2255
2025
Q2 		– Sell
-2
Closed -$674 – 3075
2025
Q1 		$674 Hold
2
– – ﹤0.01% 2359
2024
Q4 		$690 Hold
2
– – ﹤0.01% 2323
2024
Q3 		$676 Buy
+2
New +$639 ﹤0.01% 2052

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc's KAI Position: Q3 2026 in Review

AssetMark Inc reduced its Kadant (KAI) stake by 77% in Q3 2026, selling an estimated $7.24K and leaving 7 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

AssetMark Inc first reported a position in KAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.7K in Q2 2026. 140 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • AssetMark Inc held 7 shares of Kadant worth $1.83K as of Q3 2026.
  • AssetMark Inc sold 24 Kadant shares in Q3 2026, an estimated $7.24K.
  • Kadant made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3080 holding.
  • AssetMark Inc first reported a position in Kadant in Q3 2024 and has held it in 7 quarters since.
  • AssetMark Inc's Kadant position peaked at $9.7K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.