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Bullock Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Bullock 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
Q2 		$25.5K Hold
138
– – 0.01% 340
2026
Q1 		$18.1K Buy
+138
New +$17.5K 0.01% 357

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bullock Wealth Management's KALU Position: Q2 2026 in Review

Bullock Wealth Management held its Kaiser Aluminum (KALU) position steady in Q2 2026 at 138 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #340.

Bullock Wealth Management first reported a position in KALU in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Bullock Wealth Management held 138 shares of Kaiser Aluminum worth $25.5K as of Q2 2026.
  • Bullock Wealth Management left its Kaiser Aluminum share count unchanged in Q2 2026.
  • Kaiser Aluminum made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Bullock Wealth Management first reported a position in Kaiser Aluminum in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.