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Bailard’s Kaiser Aluminum KALU Stock Holding History

Bailard’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
Q1 		$289K Sell
2,400
-398
-14% -$50.4K 0.01% 612
2025
Q4 		$321K Buy
+2,798
New +$266K 0.01% 548
2025
Q1 		– Sell
-7,645
Closed -$537K – 790
2024
Q4 		$537K Buy
7,645
+3,245
+74% +$247K 0.01% 450
2024
Q3 		$319K Buy
+4,400
New +$338K 0.01% 559
2024
Q2 		– Sell
-2,400
Closed -$214K – 772
2024
Q1 		$214K Buy
+2,400
New +$168K 0.01% 673

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bailard's KALU Position: Q1 2026 in Review

Bailard reduced its Kaiser Aluminum (KALU) stake by 14% in Q1 2026, selling an estimated $50.4K and leaving 2,400 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #612.

Bailard first reported a position in KALU in Q1 2024 and has held it in 5 quarters since. The position peaked at $537K in Q4 2024. 286 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Bailard held 2,400 shares of Kaiser Aluminum worth $289K as of Q1 2026.
  • Bailard sold 398 Kaiser Aluminum shares in Q1 2026, an estimated $50.4K.
  • Kaiser Aluminum made up 0.01% of Bailard's portfolio in Q1 2026, its #612 holding.
  • Bailard first reported a position in Kaiser Aluminum in Q1 2024 and has held it in 5 quarters since.
  • Bailard's Kaiser Aluminum position peaked at $537K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.