Key Financial Inc’s Kadant KAI Stock Holding History

Key Financial Inc’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 Q3	$13.6K	Hold	52	–	–	﹤0.01%	794
2026 Q2	$16.3K	Hold	52	–	–	﹤0.01%	764
2026 Q1	$15.2K	Hold	52	–	–	﹤0.01%	780
2025 Q4	$14.8K	Hold	52	–	–	﹤0.01%	786
2025 Q3	$15.3K	Hold	52	–	–	﹤0.01%	773
2025 Q2	$16.5K	Hold	52	–	–	﹤0.01%	732
2025 Q1	$17.5K	Hold	52	–	–	﹤0.01%	697
2024 Q4	$17.9K	Hold	52	–	–	﹤0.01%	682
2024 Q3	$17.6K	Hold	52	–	–	﹤0.01%	675
2024 Q2	$15.3K	Hold	52	–	–	﹤0.01%	687
2024 Q1	$17.1K	Hold	52	–	–	﹤0.01%	640
2023 Q4	$14.6K	Hold	52	–	–	﹤0.01%	649
2023 Q3	$11.7K	Hold	52	–	–	﹤0.01%	673
2023 Q2	$11.5K	Hold	52	–	–	﹤0.01%	684
2023 Q1	$10.8K	Hold	52	–	–	﹤0.01%	658
2022 Q4	$8.67K	Hold	52	–	–	﹤0.01%	662
2022 Q3	$9K	Hold	52	–	–	﹤0.01%	657
2022 Q2	$10K	Hold	52	–	–	0.01%	633
2022 Q1	$10K	Buy	+52	New	+$10.6K	0.01%	639

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Key Financial Inc's KAI Position: Q3 2026 in Review

Key Financial Inc held its Kadant (KAI) position steady in Q3 2026 at 52 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Key Financial Inc first reported a position in KAI in Q1 2022 and has held it in 19 quarters since. The position peaked at $17.9K in Q4 2024. 151 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Key Financial Inc held 52 shares of Kadant worth $13.6K as of Q3 2026.
Key Financial Inc left its Kadant share count unchanged in Q3 2026.
Kadant made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #794 holding.
Key Financial Inc first reported a position in Kadant in Q1 2022 and has held it in 19 quarters since.
Key Financial Inc's Kadant position peaked at $17.9K in Q4 2024.
151 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.