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Kestra Advisory Services’s Kaiser Aluminum KALU Stock Holding History

Kestra Advisory Services’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 		– Sell
-591
Closed -$67.9K – 3791
2025
Q4 		$67.9K Buy
+591
New +$56.2K ﹤0.01% 3734

Other funds holding KALU

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Vanguard Portfolio Management
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Dimensional Fund Advisors
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NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kestra Advisory Services's KALU Position: Q1 2026 in Review

Kestra Advisory Services sold out of Kaiser Aluminum (KALU) in Q1 2026, closing a stake of 591 shares — an estimated $67.9K sold.

Kestra Advisory Services first reported a position in KALU in Q4 2025 and held it in 1 quarter. The position peaked at $67.9K in Q4 2025. 288 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Kestra Advisory Services reported no remaining Kaiser Aluminum position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 591 Kaiser Aluminum shares in Q1 2026, an estimated $67.9K.
  • Kestra Advisory Services first reported a position in Kaiser Aluminum in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Kaiser Aluminum position peaked at $67.9K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.