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Synergy Asset Management’s Kaiser Aluminum KALU Stock Holding History

Synergy Asset Management’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 		– Sell
-2,467
Closed -$283K – 282
2025
Q4 		$283K Buy
+2,467
New +$235K 0.03% 190

Other funds holding KALU

BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Synergy Asset Management's KALU Position: Q1 2026 in Review

Synergy Asset Management sold out of Kaiser Aluminum (KALU) in Q1 2026, closing a stake of 2,467 shares — an estimated $283K sold.

Synergy Asset Management first reported a position in KALU in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 288 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Synergy Asset Management reported no remaining Kaiser Aluminum position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 2,467 Kaiser Aluminum shares in Q1 2026, an estimated $283K.
  • Synergy Asset Management first reported a position in Kaiser Aluminum in Q4 2025 and held it in 1 quarter.
  • Synergy Asset Management's Kaiser Aluminum position peaked at $283K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.