BFWM
KALU icon

Bright Futures Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Bright Futures Wealth Management’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 		– Sell
-11,733
Closed -$1.35M – 201
2025
Q4 		$1.35M Sell
11,733
-35
-0.3% -$3.33K 1% 31
2025
Q3 		$908K Buy
+11,768
New +$935K 0.71% 49

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bright Futures Wealth Management's KALU Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Kaiser Aluminum (KALU) in Q1 2026, closing a stake of 11,733 shares — an estimated $1.35M sold.

Bright Futures Wealth Management first reported a position in KALU in Q3 2025 and held it in 2 quarters. The position peaked at $1.35M in Q4 2025. 286 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Kaiser Aluminum position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 11,733 Kaiser Aluminum shares in Q1 2026, an estimated $1.35M.
  • Bright Futures Wealth Management first reported a position in Kaiser Aluminum in Q3 2025 and held it in 2 quarters.
  • Bright Futures Wealth Management's Kaiser Aluminum position peaked at $1.35M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.