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SageView Advisory Group’s Kaiser Aluminum KALU Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-243
Closed -$27.9K – 1556
2025
Q4 		$27.9K Buy
+243
New +$23.1K ﹤0.01% 1314
2024
Q2 		– Sell
-14,146
Closed -$2.24M – 634
2024
Q1 		$2.24M Buy
+14,146
New +$992K 0.11% 106

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's KALU Position: Q1 2026 in Review

SageView Advisory Group sold out of Kaiser Aluminum (KALU) in Q1 2026, closing a stake of 243 shares — an estimated $27.9K sold.

SageView Advisory Group first reported a position in KALU in Q1 2024 and held it in 2 quarters. The position peaked at $2.24M in Q1 2024. 288 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • SageView Advisory Group reported no remaining Kaiser Aluminum position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 243 Kaiser Aluminum shares in Q1 2026, an estimated $27.9K.
  • SageView Advisory Group first reported a position in Kaiser Aluminum in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Kaiser Aluminum position peaked at $2.24M in Q1 2024.
  • 288 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.