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Jefferies Financial Group’s Kadant KAI Stock Holding History

Jefferies Financial Group’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,370
Closed -$1.57M – 1852
2026
Q1 		$1.57M Buy
5,370
+1,358
+34% +$436K 0.01% 734
2025
Q4 		$1.14M Buy
+4,012
New +$1.14M 0.01% 1018
2024
Q2 		– Sell
-616
Closed -$202K – 1636
2024
Q1 		$202K Sell
616
-8,634
-93% -$2.6M ﹤0.01% 1341
2023
Q4 		$2.59M Buy
9,250
+7,250
+363% +$1.81M 0.02% 617
2023
Q3 		$451K Hold
2,000
– – ﹤0.01% 1105
2023
Q2 		$444K Buy
+2,000
New +$401K ﹤0.01% 1217

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Financial Group's KAI Position: Q2 2026 in Review

Jefferies Financial Group sold out of Kadant (KAI) in Q2 2026, closing a stake of 5,370 shares — an estimated $1.57M sold.

Jefferies Financial Group first reported a position in KAI in Q2 2023 and held it in 6 quarters. The position peaked at $2.59M in Q4 2023. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Jefferies Financial Group reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 5,370 Kadant shares in Q2 2026, an estimated $1.57M.
  • Jefferies Financial Group first reported a position in Kadant in Q2 2023 and held it in 6 quarters.
  • Jefferies Financial Group's Kadant position peaked at $2.59M in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.