AssetMark Inc
KALU icon

AssetMark Inc’s Kaiser Aluminum KALU Stock Holding History

AssetMark Inc’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
2025
Q2 		– Sell
-5
Closed -$303 – 3076
2025
Q1 		$303 Hold
5
– – ﹤0.01% 2483
2024
Q4 		$351 Hold
5
– – ﹤0.01% 2417
2024
Q3 		$363 Buy
+5
New +$385 ﹤0.01% 2118
2018
Q1 		– Sell
-6
Closed -$1K – 1700
2017
Q4 		$1K Buy
+6
New +$601 ﹤0.01% 1633

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc's KALU Position: Q2 2025 in Review

AssetMark Inc sold out of Kaiser Aluminum (KALU) in Q2 2025, closing a stake of 5 shares — an estimated $303 sold.

AssetMark Inc first reported a position in KALU in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2025.

  • AssetMark Inc reported no remaining Kaiser Aluminum position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 5 Kaiser Aluminum shares in Q2 2025, an estimated $303.
  • AssetMark Inc first reported a position in Kaiser Aluminum in Q4 2017 and held it in 4 quarters.
  • AssetMark Inc's Kaiser Aluminum position peaked at $1K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.