AssetMark Inc
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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
2026
Q3 		$579 Buy
+4
New +$653 ﹤0.01% 3366
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

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

AssetMark Inc's KALU Position: Q3 2026 in Review

AssetMark Inc opened a new position in Kaiser Aluminum (KALU) in Q3 2026: 4 shares worth $579. The stake represents ﹤0.01% of the portfolio and ranks #3366 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in KALU as recently as Q1 2025.

AssetMark Inc first reported a position in KALU in Q4 2017 and has held it in 5 quarters since. The position peaked at $1K in Q4 2017. 140 funds tracked by Wall St. Rank hold KALU as of Q3 2026.

  • AssetMark Inc held 4 shares of Kaiser Aluminum worth $579 as of Q3 2026.
  • Kaiser Aluminum was a new AssetMark Inc position in Q3 2026.
  • Kaiser Aluminum made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3366 holding.
  • AssetMark Inc first reported a position in Kaiser Aluminum in Q4 2017 and has held it in 5 quarters since.
  • AssetMark Inc's Kaiser Aluminum position peaked at $1K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2026.

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