IEQ Capital’s Kaiser Aluminum KALU Stock Holding History

IEQ Capital’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
2025 Q3	–	Sell	-4,544	Closed	-$363K	–	1968
2025 Q2	$363K	Buy	+4,544	New	+$309K	﹤0.01%	1312

Other funds holding KALU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IEQ Capital's KALU Position: Q3 2025 in Review

IEQ Capital sold out of Kaiser Aluminum (KALU) in Q3 2025, closing a stake of 4,544 shares — an estimated $363K sold.

IEQ Capital first reported a position in KALU in Q2 2025 and held it in 1 quarter. The position peaked at $363K in Q2 2025. 211 funds tracked by Wall St. Rank hold KALU as of Q3 2025.

IEQ Capital reported no remaining Kaiser Aluminum position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 4,544 Kaiser Aluminum shares in Q3 2025, an estimated $363K.
IEQ Capital first reported a position in Kaiser Aluminum in Q2 2025 and held it in 1 quarter.
IEQ Capital's Kaiser Aluminum position peaked at $363K in Q2 2025.
211 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.