Trust Point Inc’s Kaiser Aluminum KALU Stock Holding History

Trust Point Inc’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	$447K	Sell	2,287 -279	-11%	-$47.4K	0.04%	246
2026 Q1	$309K	Buy	2,566 +24	+0.9%	+$3.04K	0.03%	380
2025 Q4	$292K	Buy	+2,542	New	+$242K	0.02%	379
2025 Q1	–	Sell	-5,112	Closed	-$359K	–	509
2024 Q4	$359K	Sell	5,112 -5,580	-52%	-$425K	0.02%	374
2024 Q3	$775K	Sell	10,692 -565	-5%	-$43.5K	0.06%	201
2024 Q2	$989K	Buy	11,257 +974	+9%	+$90.6K	0.08%	155
2024 Q1	$919K	Buy	10,283 +2,890	+39%	+$203K	0.07%	177
2023 Q4	$526K	Buy	+7,393	New	+$468K	0.04%	262

Other funds holding KALU

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return