Bollard Group’s Kaiser Aluminum KALU Stock Holding History

Bollard Group’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 Q2	$0	Hold	1	–	–	﹤0.01%	318
2026 Q1	$0	Sell	1 -576	-100%	-$72.9K	﹤0.01%	315
2025 Q4	$66K	Buy	577 +4	+0.7%	+$381	﹤0.01%	223
2025 Q3	$44K	Buy	573 +6	+1%	+$477	﹤0.01%	211
2025 Q2	$45K	Buy	567 +33	+6%	+$2.25K	﹤0.01%	228
2025 Q1	$32K	Buy	534 +5	+0.9%	+$350	﹤0.01%	230
2024 Q4	$37K	Buy	529 +5	+1%	+$381	﹤0.01%	227
2024 Q3	$38K	Buy	524 +6	+1%	+$461	﹤0.01%	244
2024 Q2	$46K	Buy	518 +4	+0.8%	+$372	﹤0.01%	236
2024 Q1	$46K	Buy	514 +6	+1%	+$421	﹤0.01%	227
2023 Q4	$36K	Buy	508 +7	+1%	+$444	﹤0.01%	230
2023 Q3	$38K	Buy	501 +5	+1%	+$379	﹤0.01%	224
2023 Q2	$36K	Buy	496 +6	+1%	+$396	﹤0.01%	232
2023 Q1	$37K	Hold	490	–	–	﹤0.01%	227
2022 Q4	$37K	Hold	490	–	–	﹤0.01%	221
2022 Q3	$30K	Hold	490	–	–	﹤0.01%	231
2022 Q2	$39K	Hold	490	–	–	﹤0.01%	238
2022 Q1	$46K	Hold	490	–	–	﹤0.01%	347
2021 Q4	$46K	Hold	490	–	–	﹤0.01%	353
2021 Q3	$53K	Hold	490	–	–	﹤0.01%	342
2021 Q2	$61K	Hold	490	–	–	﹤0.01%	333
2021 Q1	$54K	Hold	490	–	–	﹤0.01%	342
2020 Q4	$48K	Hold	490	–	–	﹤0.01%	341
2020 Q3	$26K	Hold	490	–	–	﹤0.01%	365
2020 Q2	$36K	Buy	+490	New	+$34.9K	﹤0.01%	372

Other funds holding KALU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bollard Group's KALU Position: Q2 2026 in Review

Bollard Group held its Kaiser Aluminum (KALU) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Bollard Group first reported a position in KALU in Q2 2020 and has held it in 25 quarters since. The position peaked at $66K in Q4 2025. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

Bollard Group held 1 share of Kaiser Aluminum worth $0 as of Q2 2026.
Bollard Group left its Kaiser Aluminum share count unchanged in Q2 2026.
Kaiser Aluminum made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #318 holding.
Bollard Group first reported a position in Kaiser Aluminum in Q2 2020 and has held it in 25 quarters since.
Bollard Group's Kaiser Aluminum position peaked at $66K in Q4 2025.
335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.