Jones Financial Companies
KAI icon

Jones Financial Companies’s Kadant KAI Stock Holding History

Jones Financial Companies’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 		$222K Buy
683
+147
+27% +$45.8K ﹤0.01% 2535
2026
Q1 		$156K Buy
536
+293
+121% +$94.1K ﹤0.01% 2492
2025
Q4 		$69.3K Hold
243
– – ﹤0.01% 2384
2025
Q3 		$73.6K Buy
243
+10
+4% +$3.26K ﹤0.01% 2210
2025
Q2 		$73.1K Buy
233
+61
+35% +$19.1K ﹤0.01% 2071
2025
Q1 		$57.8K Buy
172
+69
+67% +$25.1K ﹤0.01% 1997
2024
Q4 		$35.5K Buy
103
+75
+268% +$27.2K ﹤0.01% 2013
2024
Q3 		$9.38K Hold
28
– – ﹤0.01% 2230
2024
Q2 		$8.23K Buy
+28
New +$7.98K ﹤0.01% 1812

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

Jones Financial Companies's KAI Position: Q2 2026 in Review

Jones Financial Companies increased its Kadant (KAI) stake by 27% in Q2 2026, buying an estimated $45.8K and bringing the position to 683 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Jones Financial Companies first reported a position in KAI in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Jones Financial Companies held 683 shares of Kadant worth $222K as of Q2 2026.
  • Jones Financial Companies bought 147 Kadant shares in Q2 2026, an estimated $45.8K.
  • Kadant made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2535 holding.
  • Jones Financial Companies first reported a position in Kadant in Q2 2024 and has held it in 9 quarters since.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.