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BOK Financial’s Kadant KAI Stock Holding History

BOK Financial’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
Q2 		$126K Hold
400
– – ﹤0.01% 725
2026
Q1 		$117K Hold
400
– – ﹤0.01% 736
2025
Q4 		$114K Hold
400
– – ﹤0.01% 752
2025
Q3 		$119K Hold
400
– – ﹤0.01% 749
2025
Q2 		$127K Hold
400
– – ﹤0.01% 746
2025
Q1 		$135K Hold
400
– – ﹤0.01% 738
2024
Q4 		$136K Hold
400
– – ﹤0.01% 728
2024
Q3 		$129K Sell
400
-350
-47% -$112K ﹤0.01% 733
2024
Q2 		$220K Hold
750
– – ﹤0.01% 745
2024
Q1 		$245K Hold
750
– – ﹤0.01% 700
2023
Q4 		$210K Buy
+750
New +$188K ﹤0.01% 648

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOK Financial's KAI Position: Q2 2026 in Review

BOK Financial held its Kadant (KAI) position steady in Q2 2026 at 400 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

BOK Financial first reported a position in KAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $245K in Q1 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • BOK Financial held 400 shares of Kadant worth $126K as of Q2 2026.
  • BOK Financial left its Kadant share count unchanged in Q2 2026.
  • Kadant made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #725 holding.
  • BOK Financial first reported a position in Kadant in Q4 2023 and has held it in 11 quarters since.
  • BOK Financial's Kadant position peaked at $245K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.