Steward Partners Investment Advisory’s Kaiser Aluminum KALU Stock Holding History

Steward Partners Investment Advisory’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	-24	Closed	-$1.85K	–	4400
2025 Q3	$1.85K	Buy	+24	New	+$1.91K	﹤0.01%	3941
2023 Q2	–	Sell	-51	Closed	-$3.81K	–	3354
2023 Q1	$3.81K	Hold	51	–	–	﹤0.01%	2865
2022 Q4	$3.87K	Hold	51	–	–	﹤0.01%	2858
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	2945
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	2839
2022 Q1	$5K	Hold	51	–	–	﹤0.01%	2887
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	2821
2021 Q3	$6K	Hold	51	–	–	﹤0.01%	2754
2021 Q2	$6K	Sell	51 -12	-19%	-$1.5K	﹤0.01%	6434
2021 Q1	$6.96K	Hold	63	–	–	﹤0.01%	2920
2020 Q4	$6K	Hold	63	–	–	﹤0.01%	2466
2020 Q3	$3K	Hold	63	–	–	﹤0.01%	2500
2020 Q2	$5K	Hold	63	–	–	﹤0.01%	2272
2020 Q1	$4K	Hold	63	–	–	﹤0.01%	2146
2019 Q4	$6K	Hold	63	–	–	﹤0.01%	2182
2019 Q3	$6K	Hold	63	–	–	﹤0.01%	2195
2019 Q2	$6K	Buy	+63	New	+$6.14K	﹤0.01%	2158
2018 Q4	–	Sell	-63	Closed	-$7K	–	1490
2018 Q3	$7K	Hold	63	–	–	﹤0.01%	2016
2018 Q2	$7K	Hold	63	–	–	﹤0.01%	1875
2018 Q1	$6K	Hold	63	–	–	﹤0.01%	1728
2017 Q4	$6K	Hold	63	–	–	﹤0.01%	1467
2017 Q3	$6K	Hold	63	–	–	﹤0.01%	1245
2017 Q2	$5K	Hold	63	–	–	﹤0.01%	1221
2017 Q1	$5K	Hold	63	–	–	﹤0.01%	1119
2016 Q4	$4K	Buy	+63	New	+$5.03K	﹤0.01%	687

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

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

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

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

Steward Partners Investment Advisory's KALU Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Kaiser Aluminum (KALU) in Q4 2025, closing a stake of 24 shares — an estimated $1.85K sold.

Steward Partners Investment Advisory first reported a position in KALU in Q4 2016 and held it in 25 quarters. The position peaked at $7K in Q3 2018. 266 funds tracked by Wall St. Rank hold KALU as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Kaiser Aluminum position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 24 Kaiser Aluminum shares in Q4 2025, an estimated $1.85K.
Steward Partners Investment Advisory first reported a position in Kaiser Aluminum in Q4 2016 and held it in 25 quarters.
Steward Partners Investment Advisory's Kaiser Aluminum position peaked at $7K in Q3 2018.
266 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.