Root Financial Partners
KAI icon

Root Financial Partners’s Kadant KAI Stock Holding History

Root Financial Partners’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 		$31.4K Buy
+120
New +$36.2K ﹤0.01% 1320
2026
Q2 		– Sell
-130
Closed -$38K – 1866
2026
Q1 		$38K Buy
130
+15
+13% +$4.82K ﹤0.01% 1000
2025
Q4 		$32.8K Sell
115
-4
-3% -$1.14K ﹤0.01% 899
2025
Q3 		$35.4K Buy
+119
New +$38.8K ﹤0.01% 811

Other funds holding KAI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's KAI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kadant (KAI) in Q3 2026: 120 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KAI as recently as Q1 2026.

Root Financial Partners first reported a position in KAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $38K in Q1 2026. 262 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Root Financial Partners held 120 shares of Kadant worth $31.4K as of Q3 2026.
  • Kadant was a new Root Financial Partners position in Q3 2026.
  • Kadant made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1320 holding.
  • Root Financial Partners first reported a position in Kadant in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Kadant position peaked at $38K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.