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BFC Planning, Inc.’s Kaiser Aluminum KALU Stock Holding History

BFC Planning, Inc.’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 		$65.9K Buy
+337
New +$57.3K ﹤0.01% 1417
2025
Q1 		– Sell
-140
Closed -$9.8K – 2707
2024
Q4 		$9.8K Buy
+140
New +$10.7K ﹤0.01% 1773

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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
Nomura Asset Management International
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

BFC Planning, Inc.'s KALU Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Kaiser Aluminum (KALU) in Q2 2026: 337 shares worth $65.9K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in KALU as recently as Q4 2024.

BFC Planning, Inc. first reported a position in KALU in Q4 2024 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • BFC Planning, Inc. held 337 shares of Kaiser Aluminum worth $65.9K as of Q2 2026.
  • Kaiser Aluminum was a new BFC Planning, Inc. position in Q2 2026.
  • Kaiser Aluminum made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1417 holding.
  • BFC Planning, Inc. first reported a position in Kaiser Aluminum in Q4 2024 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.