JFS Wealth Advisors’s Kadant KAI Stock Holding History

JFS Wealth Advisors’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	$3.46K	Buy	11 +2	+22%	+$623	﹤0.01%	1429
2026 Q1	$2.63K	Hold	9	–	–	﹤0.01%	1428
2025 Q4	$2.57K	Buy	9 +2	+29%	+$568	﹤0.01%	1469
2025 Q3	$2.08K	Hold	7	–	–	﹤0.01%	1428
2025 Q2	$2.22K	Hold	7	–	–	﹤0.01%	1371
2025 Q1	$2.36K	Hold	7	–	–	﹤0.01%	1409
2024 Q4	$2.42K	Hold	7	–	–	﹤0.01%	1397
2024 Q3	$2.37K	Hold	7	–	–	﹤0.01%	1411
2024 Q2	$2.06K	Hold	7	–	–	﹤0.01%	1419
2024 Q1	$2.3K	Hold	7	–	–	﹤0.01%	1392
2023 Q4	$1.96K	Buy	7 +1	+17%	+$250	﹤0.01%	1447
2023 Q3	$1.35K	Hold	6	–	–	﹤0.01%	1509
2023 Q2	$1.33K	Sell	6 -1	-14%	-$200	﹤0.01%	1513
2023 Q1	$1.46K	Buy	7 +2	+40%	+$406	﹤0.01%	1473
2022 Q4	$888	Buy	5 +1	+25%	+$178	﹤0.01%	1629
2022 Q3	$1K	Buy	4 +2	+100%	+$372	﹤0.01%	1573
2022 Q2	$0	Sell	2 -2	-50%	-$373	﹤0.01%	1840
2022 Q1	$1K	Buy	4 +3	+300%	+$614	﹤0.01%	1663
2021 Q4	$0	Buy	+1	New	+$223	﹤0.01%	1797

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return