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Moody National Bank Trust Division’s Kadant KAI Stock Holding History

Moody National Bank Trust Division’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 		– Sell
-663
Closed -$208K – 523
2026
Q2 		$208K Sell
663
-45
-6% -$14K 0.02% 484
2026
Q1 		$207K Sell
708
-74
-9% -$23.8K 0.02% 486
2025
Q4 		$223K Buy
+782
New +$222K 0.02% 476

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Moody National Bank Trust Division's KAI Position: Q3 2026 in Review

Moody National Bank Trust Division sold out of Kadant (KAI) in Q3 2026, closing a stake of 663 shares — an estimated $208K sold.

Moody National Bank Trust Division first reported a position in KAI in Q4 2025 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 24 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Moody National Bank Trust Division reported no remaining Kadant position as of Q3 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 663 Kadant shares in Q3 2026, an estimated $208K.
  • Moody National Bank Trust Division first reported a position in Kadant in Q4 2025 and held it in 3 quarters.
  • Moody National Bank Trust Division's Kadant position peaked at $223K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.