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Trek Financial, LLC → KAI

Trek Financial, LLC KAI Position History

Kadant Inc. • Industrials

Quarters held
1
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M218.1K——

Other funds holding KAI

Other Trek Financial, LLC positions

STT-PG

SELECT SECTOR SPDR TR

$134.3M
STT-PG

SELECT SECTOR SPDR TR

$124.9M
STT-PG

SELECT SECTOR SPDR TR

$96.6M
STT-PG

SELECT SECTOR SPDR TR

$93M
ETHA

ISHARES TR

$65.6M
ETHA

ISHARES TR

$63.6M
ETHA

ISHARES TR

$55M
ETHA

ISHARES TR

$52.6M