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CoreCap Advisors’s Kadant KAI Stock Holding History

CoreCap Advisors’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 		$7.32K Buy
+28
New +$8.44K ﹤0.01% 2156

Other funds holding KAI

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors's KAI Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Kadant (KAI) in Q3 2026: 28 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings.

11 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • CoreCap Advisors held 28 shares of Kadant worth $7.32K as of Q3 2026.
  • Kadant was a new CoreCap Advisors position in Q3 2026.
  • Kadant made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2156 holding.
  • 11 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.