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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Global Investments's KALU Position: Q1 2026 in Review

Summit Global Investments reduced its Kaiser Aluminum (KALU) stake by 32% in Q1 2026, selling an estimated $544K and leaving 8,981 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #173.

Summit Global Investments first reported a position in KALU in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.52M in Q4 2025. 286 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

Summit Global Investments held 8,981 shares of Kaiser Aluminum worth $1.08M as of Q1 2026.
Summit Global Investments sold 4,293 Kaiser Aluminum shares in Q1 2026, an estimated $544K.
Kaiser Aluminum made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #173 holding.
Summit Global Investments first reported a position in Kaiser Aluminum in Q4 2016 and has held it in 10 quarters since.
Summit Global Investments's Kaiser Aluminum position peaked at $1.52M in Q4 2025.
286 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.