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Lloyd Advisory Services’s Kaiser Aluminum KALU Stock Holding History

Lloyd 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
Q2 		– Sell
-1,286
Closed -$155K – 832
2026
Q1 		$155K Buy
+1,286
New +$163K 0.04% 169

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State Street
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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

Lloyd Advisory Services's KALU Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Kaiser Aluminum (KALU) in Q2 2026, closing a stake of 1,286 shares — an estimated $155K sold.

Lloyd Advisory Services first reported a position in KALU in Q1 2026 and held it in 1 quarter. The position peaked at $155K in Q1 2026. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Kaiser Aluminum position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,286 Kaiser Aluminum shares in Q2 2026, an estimated $155K.
  • Lloyd Advisory Services first reported a position in Kaiser Aluminum in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Kaiser Aluminum position peaked at $155K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.