Bare Financial Services
KAI icon

Bare Financial Services’s Kadant KAI Stock Holding History

Bare Financial Services’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 		$9.15K Sell
35
-2
-5% -$603 ﹤0.01% 654
2026
Q2 		$11.6K Buy
37
+18
+95% +$5.61K ﹤0.01% 525
2026
Q1 		$5.55K Buy
19
+12
+171% +$3.86K ﹤0.01% 600
2025
Q4 		$2K Sell
7
-19
-73% -$5.4K ﹤0.01% 869
2025
Q3 		$7.74K Buy
26
+4
+18% +$1.3K ﹤0.01% 330
2025
Q2 		$6.98K Buy
+22
New +$6.89K ﹤0.01% 312

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
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 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

Bare Financial Services's KAI Position: Q3 2026 in Review

Bare Financial Services reduced its Kadant (KAI) stake by 5.4% in Q3 2026, selling an estimated $603 and leaving 35 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Bare Financial Services first reported a position in KAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.6K in Q2 2026. 151 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Bare Financial Services held 35 shares of Kadant worth $9.15K as of Q3 2026.
  • Bare Financial Services sold 2 Kadant shares in Q3 2026, an estimated $603.
  • Kadant made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #654 holding.
  • Bare Financial Services first reported a position in Kadant in Q2 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Kadant position peaked at $11.6K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.