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
Q2 		$856K Sell
4,573
-6,153
-57% -$1.05M ﹤0.01% 1975
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jones Financial Companies reduced its Kaiser Aluminum (KALU) stake by 57% in Q2 2026, selling an estimated $1.05M and leaving 4,573 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Jones Financial Companies first reported a position in KALU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Jones Financial Companies held 4,573 shares of Kaiser Aluminum worth $856K as of Q2 2026.
  • Jones Financial Companies sold 6,153 Kaiser Aluminum shares in Q2 2026, an estimated $1.05M.
  • Kaiser Aluminum made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1975 holding.
  • Jones Financial Companies first reported a position in Kaiser Aluminum in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Kaiser Aluminum position peaked at $1.23M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

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