Brown, Lisle/Cummings
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Brown, Lisle/Cummings’s Kadant KAI Stock Holding History

Brown, Lisle/Cummings’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 		$523 Sell
2
-1
-33% -$301 ﹤0.01% 1018
2026
Q2 		$943 Sell
3
-1
-25% -$312 ﹤0.01% 964
2026
Q1 		$1.17K Buy
+4
New +$1.28K ﹤0.01% 916

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

Brown, Lisle/Cummings's KAI Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its Kadant (KAI) stake by 33% in Q3 2026, selling an estimated $301 and leaving 2 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Brown, Lisle/Cummings first reported a position in KAI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.17K in Q1 2026. 151 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Brown, Lisle/Cummings held 2 shares of Kadant worth $523 as of Q3 2026.
  • Brown, Lisle/Cummings sold 1 Kadant share in Q3 2026, an estimated $301.
  • Kadant made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #1018 holding.
  • Brown, Lisle/Cummings first reported a position in Kadant in Q1 2026 and has held it in 3 quarters since.
  • Brown, Lisle/Cummings's Kadant position peaked at $1.17K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.