Jones Financial Companies
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Jones Financial Companies’s Kaiser Aluminum KALU Stock Holding History

Jones Financial Companies’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
Q1 		$1.23M Buy
10,726
+10,206
+1,963% +$1.29M ﹤0.01% 1632
2025
Q4 		$59.7K Hold
520
– – ﹤0.01% 2436
2025
Q3 		$40.4K Sell
520
-37
-7% -$2.94K ﹤0.01% 2463
2025
Q2 		$45.1K Sell
557
-65
-10% -$4.42K ﹤0.01% 2262
2025
Q1 		$38.6K Sell
622
-118
-16% -$8.26K ﹤0.01% 2166
2024
Q4 		$52K Buy
+740
New +$56.4K ﹤0.01% 1864

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jones Financial Companies's KALU Position: Q1 2026 in Review

Jones Financial Companies increased its Kaiser Aluminum (KALU) stake by 1,963% in Q1 2026, buying an estimated $1.29M and bringing the position to 10,726 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Jones Financial Companies first reported a position in KALU in Q4 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Jones Financial Companies held 10,726 shares of Kaiser Aluminum worth $1.23M as of Q1 2026.
  • Jones Financial Companies bought 10,206 Kaiser Aluminum shares in Q1 2026, an estimated $1.29M.
  • Kaiser Aluminum made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1632 holding.
  • Jones Financial Companies first reported a position in Kaiser Aluminum in Q4 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.