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Allegheny Financial Group’s Alcoa AA Stock Holding History

Allegheny Financial Group’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,848
Closed -$322K – 306
2026
Q1 		$322K Sell
4,848
-1,100
-18% -$67.5K 0.04% 197
2025
Q4 		$316K Buy
+5,948
New +$243K 0.05% 196
2024
Q4 		– Sell
-10,594
Closed -$409K – 231
2024
Q3 		$409K Buy
10,594
+30
+0.3% +$1.02K 0.1% 163
2024
Q2 		$420K Buy
10,564
+194
+2% +$7.51K 0.12% 139
2024
Q1 		$350K Sell
10,370
-104
-1% -$3.04K 0.11% 147
2023
Q4 		$356K Sell
10,474
-5,555
-35% -$150K 0.11% 146
2023
Q3 		$466K Buy
16,029
+91
+0.6% +$2.85K 0.17% 108
2023
Q2 		$541K Buy
15,938
+29
+0.2% +$1.05K 0.26% 79
2023
Q1 		$677K Buy
15,909
+37
+0.2% +$1.78K 0.27% 76
2022
Q4 		$722K Sell
15,872
-3,150
-17% -$137K 0.3% 68
2022
Q3 		$640K Buy
19,022
+34
+0.2% +$1.59K 0.3% 67
2022
Q2 		$865K Sell
18,988
-126
-0.7% -$8.17K 0.4% 47
2022
Q1 		$1.72M Sell
19,114
-213
-1% -$15.5K 0.73% 30
2021
Q4 		$1.15M Buy
19,327
+15,014
+348% +$752K 0.46% 42
2021
Q3 		$211K Buy
+4,313
New +$182K 0.1% 132

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allegheny Financial Group's AA Position: Q2 2026 in Review

Allegheny Financial Group sold out of Alcoa (AA) in Q2 2026, closing a stake of 4,848 shares — an estimated $322K sold.

Allegheny Financial Group first reported a position in AA in Q3 2021 and held it in 15 quarters. The position peaked at $1.72M in Q1 2022. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Allegheny Financial Group reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Allegheny Financial Group sold 4,848 Alcoa shares in Q2 2026, an estimated $322K.
  • Allegheny Financial Group first reported a position in Alcoa in Q3 2021 and held it in 15 quarters.
  • Allegheny Financial Group's Alcoa position peaked at $1.72M in Q1 2022.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.