Capital Advisors Ltd’s Kaiser Aluminum KALU Stock Holding History

Capital Advisors Ltd’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	$16K	Hold	133	–	–	﹤0.01%	722
2025 Q4	$15K	Hold	133	–	–	﹤0.01%	720
2025 Q3	$10K	Hold	133	–	–	﹤0.01%	804
2025 Q2	$11K	Buy	133 +3	+2%	+$204	﹤0.01%	771
2025 Q1	$8K	Hold	130	–	–	﹤0.01%	828
2024 Q4	$9K	Sell	130 -8	-6%	-$609	﹤0.01%	811
2024 Q3	$10K	Buy	138 +8	+6%	+$615	﹤0.01%	777
2024 Q2	$11K	Buy	+130	New	+$12.1K	﹤0.01%	732
2023 Q2	–	Sell	-5	Closed	–	–	1424
2023 Q1	$0	Buy	+5	New	+$403	﹤0.01%	1384

Other funds holding KALU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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