Principal Securities’s Kaiser Aluminum KALU Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-81	Closed	-$6.25K	–	2516
2025 Q3	$6.25K	Buy	81 +4	+5%	+$318	﹤0.01%	2889
2025 Q2	$6.15K	Buy	77 +7	+10%	+$477	﹤0.01%	2801
2025 Q1	$4.92K	Hold	70	–	–	﹤0.01%	2777
2024 Q4	$4.92K	Buy	70 +1	+1%	+$76	﹤0.01%	2774
2024 Q3	$5K	Sell	69 -3	-4%	-$231	﹤0.01%	2677
2024 Q2	$6.33K	Sell	72 -4	-5%	-$372	﹤0.01%	2560
2024 Q1	$6.79K	Buy	76 +28	+58%	+$1.96K	﹤0.01%	2493
2023 Q4	$3.42K	Buy	+48	New	+$3.04K	﹤0.01%	2667

Other funds holding KALU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return