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USA Financial Formulas’s Kaiser Aluminum KALU Stock Holding History

USA Financial Formulas’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 		– Sell
-616
Closed -$74.2K – 478
2026
Q1 		$74.2K Buy
+616
New +$78K 0.01% 190
2015
Q4 		– Sell
-7,793
Closed -$625K – 111
2015
Q3 		$625K Buy
+7,793
New +$649K 0.41% 40

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

USA Financial Formulas's KALU Position: Q2 2026 in Review

USA Financial Formulas sold out of Kaiser Aluminum (KALU) in Q2 2026, closing a stake of 616 shares — an estimated $74.2K sold.

USA Financial Formulas first reported a position in KALU in Q3 2015 and held it in 2 quarters. The position peaked at $625K in Q3 2015. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • USA Financial Formulas reported no remaining Kaiser Aluminum position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 616 Kaiser Aluminum shares in Q2 2026, an estimated $74.2K.
  • USA Financial Formulas first reported a position in Kaiser Aluminum in Q3 2015 and held it in 2 quarters.
  • USA Financial Formulas's Kaiser Aluminum position peaked at $625K in Q3 2015.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.