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Summit Global Investments’s Kaiser Aluminum KALU Stock Holding History

Summit Global Investments’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
Q2 		$1.5M Sell
7,645
-1,336
-15% -$227K 0.08% 123
2026
Q1 		$1.08M Sell
8,981
-4,293
-32% -$544K 0.06% 173
2025
Q4 		$1.52M Buy
13,274
+7,927
+148% +$754K 0.09% 118
2025
Q3 		$413K Sell
5,347
-5,683
-52% -$452K 0.02% 342
2025
Q2 		$881K Buy
+11,030
New +$751K 0.05% 217
2024
Q3 		– Sell
-12,854
Closed -$1.13M – 546
2024
Q2 		$1.13M Buy
12,854
+6,005
+88% +$559K 0.08% 219
2024
Q1 		$612K Buy
+6,849
New +$480K 0.05% 294
2017
Q4 		– Sell
-5,100
Closed -$526K – 268
2017
Q3 		$526K Sell
5,100
-600
-11% -$57.8K 0.08% 168
2017
Q2 		$505K Buy
5,700
+1,300
+30% +$108K 0.15% 157
2017
Q1 		$352K Hold
4,400
– – 0.11% 209
2016
Q4 		$342K Buy
+4,400
New +$351K 0.12% 194

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Global Investments's KALU Position: Q2 2026 in Review

Summit Global Investments reduced its Kaiser Aluminum (KALU) stake by 15% in Q2 2026, selling an estimated $227K and leaving 7,645 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #123.

Summit Global Investments first reported a position in KALU in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Summit Global Investments held 7,645 shares of Kaiser Aluminum worth $1.5M as of Q2 2026.
  • Summit Global Investments sold 1,336 Kaiser Aluminum shares in Q2 2026, an estimated $227K.
  • Kaiser Aluminum made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #123 holding.
  • Summit Global Investments first reported a position in Kaiser Aluminum in Q4 2016 and has held it in 11 quarters since.
  • Summit Global Investments's Kaiser Aluminum position peaked at $1.52M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.