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Independent Financial Group’s Kaiser Aluminum KALU Stock Holding History

Independent Financial Group’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 		– Sell
-9,150
Closed -$1.1M – 1596
2026
Q1 		$1.1M Sell
9,150
-3,150
-26% -$399K 0.02% 597
2025
Q4 		$1.41M Buy
+12,300
New +$1.17M 0.03% 510

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NAMI
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

Independent Financial Group's KALU Position: Q2 2026 in Review

Independent Financial Group sold out of Kaiser Aluminum (KALU) in Q2 2026, closing a stake of 9,150 shares — an estimated $1.1M sold.

Independent Financial Group first reported a position in KALU in Q4 2025 and held it in 2 quarters. The position peaked at $1.41M in Q4 2025. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Independent Financial Group reported no remaining Kaiser Aluminum position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 9,150 Kaiser Aluminum shares in Q2 2026, an estimated $1.1M.
  • Independent Financial Group first reported a position in Kaiser Aluminum in Q4 2025 and held it in 2 quarters.
  • Independent Financial Group's Kaiser Aluminum position peaked at $1.41M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.