SVB Wealth’s Kadant KAI Stock Holding History

SVB Wealth’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-161	Closed	-$54.2K	–	1084
2025 Q1	$54.2K	Buy	+161	New	+$58.5K	﹤0.01%	525

Other funds holding KAI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

SVB Wealth's KAI Position: Q2 2025 in Review

SVB Wealth sold out of Kadant (KAI) in Q2 2025, closing a stake of 161 shares — an estimated $54.2K sold.

SVB Wealth first reported a position in KAI in Q1 2025 and held it in 1 quarter. The position peaked at $54.2K in Q1 2025. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

SVB Wealth reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 161 Kadant shares in Q2 2025, an estimated $54.2K.
SVB Wealth first reported a position in Kadant in Q1 2025 and held it in 1 quarter.
SVB Wealth's Kadant position peaked at $54.2K in Q1 2025.
314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.