IVC Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

IVC Wealth Advisors’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	$249K	Buy	+1,273	New	+$216K	0.1%	156

Other funds holding KALU

Assenagon Asset Management

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

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

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

IVC Wealth Advisors's KALU Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in Kaiser Aluminum (KALU) in Q2 2026: 1,273 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings.

33 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

IVC Wealth Advisors held 1,273 shares of Kaiser Aluminum worth $249K as of Q2 2026.
Kaiser Aluminum was a new IVC Wealth Advisors position in Q2 2026.
Kaiser Aluminum made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #156 holding.
33 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.