Diversified Trust’s Kaiser Aluminum KALU Stock Holding History

Diversified Trust’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	$1.63M	Buy	8,320 +4,853	+140%	+$825K	0.03%	338
2026 Q1	$418K	Buy	3,467 +1,423	+70%	+$180K	0.01%	743
2025 Q4	$235K	Buy	+2,044	New	+$195K	﹤0.01%	916
2013 Q3	–	Sell	-8,575	Closed	-$532K	–	470
2013 Q2	$532K	Buy	+8,575	New	+$538K	0.06%	289

Other funds holding KALU

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's KALU Position: Q2 2026 in Review

Diversified Trust increased its Kaiser Aluminum (KALU) stake by 140% in Q2 2026, buying an estimated $825K and bringing the position to 8,320 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #338.

Diversified Trust first reported a position in KALU in Q2 2013 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

Diversified Trust held 8,320 shares of Kaiser Aluminum worth $1.63M as of Q2 2026.
Diversified Trust bought 4,853 Kaiser Aluminum shares in Q2 2026, an estimated $825K.
Kaiser Aluminum made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #338 holding.
Diversified Trust first reported a position in Kaiser Aluminum in Q2 2013 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.