Aptus Capital Advisors
AA icon

Aptus Capital Advisors’s Alcoa AA Stock Holding History

Aptus Capital Advisors’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
Q3 		– Sell
-5,342
Closed -$279K – 1788
2026
Q2 		$279K Buy
5,342
+47
+0.9% +$3.15K ﹤0.01% 978
2026
Q1 		$351K Buy
5,295
+760
+17% +$46.6K ﹤0.01% 825
2025
Q4 		$241K Buy
+4,535
New +$186K ﹤0.01% 970

Other funds holding AA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Aptus Capital Advisors's AA Position: Q3 2026 in Review

Aptus Capital Advisors sold out of Alcoa (AA) in Q3 2026, closing a stake of 5,342 shares — an estimated $279K sold.

Aptus Capital Advisors first reported a position in AA in Q4 2025 and held it in 3 quarters. The position peaked at $351K in Q1 2026. 498 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Aptus Capital Advisors reported no remaining Alcoa position as of Q3 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,342 Alcoa shares in Q3 2026, an estimated $279K.
  • Aptus Capital Advisors first reported a position in Alcoa in Q4 2025 and held it in 3 quarters.
  • Aptus Capital Advisors's Alcoa position peaked at $351K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.