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Stephens Inc’s Kaiser Aluminum KALU Stock Holding History

Stephens Inc’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
-2,875
Closed -$222K – 1344
2025
Q3 		$222K Sell
2,875
-15,048
-84% -$1.2M ﹤0.01% 1172
2025
Q2 		$1.43M Sell
17,923
-33,923
-65% -$2.31M 0.02% 537
2025
Q1 		$3.14M Buy
51,846
+7,016
+16% +$491K 0.05% 357
2024
Q4 		$3.15M Buy
+44,830
New +$3.41M 0.04% 352

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephens Inc's KALU Position: Q4 2025 in Review

Stephens Inc sold out of Kaiser Aluminum (KALU) in Q4 2025, closing a stake of 2,875 shares — an estimated $222K sold.

Stephens Inc first reported a position in KALU in Q4 2024 and held it in 4 quarters. The position peaked at $3.15M in Q4 2024. 266 funds tracked by Wall St. Rank hold KALU as of Q4 2025.

  • Stephens Inc reported no remaining Kaiser Aluminum position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 2,875 Kaiser Aluminum shares in Q4 2025, an estimated $222K.
  • Stephens Inc first reported a position in Kaiser Aluminum in Q4 2024 and held it in 4 quarters.
  • Stephens Inc's Kaiser Aluminum position peaked at $3.15M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.