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JNBA Financial Advisors’s Kadant KAI Stock Holding History

JNBA Financial 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 		– Sell
-34
Closed -$9.94K – 864
2026
Q1 		$9.94K Buy
+34
New +$10.9K ﹤0.01% 493
2024
Q1 		– Sell
-7
Closed -$1.96K – 704
2023
Q4 		$1.96K Hold
7
– – ﹤0.01% 618
2023
Q3 		$1.58K Hold
7
– – ﹤0.01% 639
2023
Q2 		$1.55K Hold
7
– – ﹤0.01% 630
2023
Q1 		$1.46K Buy
+7
New +$1.42K ﹤0.01% 635

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

JNBA Financial Advisors's KAI Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Kadant (KAI) in Q2 2026, closing a stake of 34 shares — an estimated $9.94K sold.

JNBA Financial Advisors first reported a position in KAI in Q1 2023 and held it in 5 quarters. The position peaked at $9.94K in Q1 2026. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 34 Kadant shares in Q2 2026, an estimated $9.94K.
  • JNBA Financial Advisors first reported a position in Kadant in Q1 2023 and held it in 5 quarters.
  • JNBA Financial Advisors's Kadant position peaked at $9.94K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.