FIRST CITIZENS BANK & TRUST CO KALU — KAISER ALUMINUM CORP

Ownership history in FIRST CITIZENS BANK & TRUST CO  ·  14 quarters on record

AI Ownership Summary

FIRST CITIZENS BANK & TRUST CO reported KAISER ALUMINUM CORP (KALU) in 14 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows KALU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KALU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST CITIZENS BANK & TRUST CO's position in KAISER ALUMINUM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KALU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KALU stock page FIRST CITIZENS BANK & TRUST CO fund profile FIRST CITIZENS BANK & TRUST CO full holdings
How FIRST CITIZENS BANK & TRUST CO held KALU — position size vs. price
% of Fund (quarterly)    KALU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,911 -3,030 -61.3% 0.00% $277K 2026-10-14 $148.17
2026 Q2 REDUCED — — — 4,941 -66 -1.3% 0.01% $967K 2026-07-13 $157.61
2026 Q1 REDUCED — — — 5,007 -208 -4.0% 0.01% $603K 2026-05-13 $178.66
2025 Q4 ADDED — — — 5,215 +2,347 +81.8% 0.01% $599K 2026-02-18 $138.14
2025 Q3 REDUCED 13.7% +54.0% ❌ 2,868 -457 -13.7% 0.00% $221K 2025-10-31 $89.20
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KALU

As of 2026 Q3 — sorted by position size

Oliver Luxxe Assets LLC 3Y 7Y 0.3% VISTA INVESTMENT PARTNERS LLC 0.1% Y-Intercept (Hong Kong) Ltd 3Y 0.08% E&G Advisors, LLC 3Y 7Y 0.05% Louisiana State Employees Retirement System 3Y 7Y 0.02% Charles Schwab Trust Co 3Y 0.01% Bullock Wealth Management Group 0.01% BAILARD, INC. 3Y 7Y 0.01% Essential Partners LLC 0.01% GAMMA Investing LLC 0.01%

FAQ About FIRST CITIZENS BANK & TRUST CO and KALU

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST CITIZENS BANK & TRUST CO reported owning KALU?

FIRST CITIZENS BANK & TRUST CO reported KALU across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported KALU position in FIRST CITIZENS BANK & TRUST CO's portfolio?

The largest reported portfolio weight for KALU was 0.01% in 2026 Q2.

What is the latest reported KALU position on this page?

The most recent filing on this page is 2026 Q3, when FIRST CITIZENS BANK & TRUST CO reported 1,911 shares, equal to 0.00% of portfolio, with an estimated market value of $277K.

What does the chart on this KALU ownership page compare?

The chart compares FIRST CITIZENS BANK & TRUST CO's quarterly KALU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST CITIZENS BANK & TRUST CO time their KALU position?

Based on 13F filing dates vs. subsequent KALU price moves, FIRST CITIZENS BANK & TRUST CO correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on KALU relative to SPY over the holding period was +9.2%.

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