First Citizens Bank & Trust’s Kaiser Aluminum KALU Stock Holding History

First Citizens Bank & 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	$967K	Sell	4,941 -66	-1%	-$11.2K	0.01%	330
2026 Q1	$603K	Sell	5,007 -208	-4%	-$26.3K	0.01%	394
2025 Q4	$599K	Buy	5,215 +2,347	+82%	+$223K	0.01%	405
2025 Q3	$221K	Buy	+2,868	New	+$228K	﹤0.01%	600
2016 Q4	–	Sell	-3,325	Closed	-$288K	–	463
2016 Q3	$288K	Sell	3,325 -1,116	-25%	-$95.9K	0.03%	408
2016 Q2	$402K	Sell	4,441 -3,684	-45%	-$322K	0.04%	335
2016 Q1	$687K	Sell	8,125 -6,033	-43%	-$474K	0.06%	203
2015 Q4	$1.18M	Sell	14,158 -455	-3%	-$37.9K	0.09%	167
2015 Q3	$1.17M	Buy	14,613 +36	+0.2%	+$3K	0.09%	177
2015 Q2	$1.21M	Buy	14,577 +4,550	+45%	+$370K	0.08%	193
2015 Q1	$771K	Buy	10,027 +220	+2%	+$16.1K	0.05%	260
2014 Q4	$701K	Sell	9,807 -56	-0.6%	-$4.04K	0.05%	225
2014 Q3	$752K	Buy	+9,863	New	+$762K	0.06%	201

Other funds holding KALU

Assenagon Asset Management

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

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

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

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

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

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

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

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return