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Allegiance Financial Group Advisory Services’s Alcoa AA Stock Holding History

Allegiance Financial Group Advisory Services’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
-3,078
Closed -$204K – 206
2026
Q1 		$204K Buy
+3,078
New +$189K 0.04% 185

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

Allegiance Financial Group Advisory Services's AA Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Alcoa (AA) in Q2 2026, closing a stake of 3,078 shares — an estimated $204K sold.

Allegiance Financial Group Advisory Services first reported a position in AA in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 3,078 Alcoa shares in Q2 2026, an estimated $204K.
  • Allegiance Financial Group Advisory Services first reported a position in Alcoa in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Alcoa position peaked at $204K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.