Atala Financial’s Alcoa AA Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-192	Closed	-$5.86K	–	129
2025 Q1	$5.86K	Hold	192	–	–	﹤0.01%	395
2024 Q4	$7.25K	Buy	+192	New	+$7.98K	0.01%	364

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atala Financial's AA Position: Q2 2025 in Review

Atala Financial sold out of Alcoa (AA) in Q2 2025, closing a stake of 192 shares — an estimated $5.86K sold.

Atala Financial first reported a position in AA in Q4 2024 and held it in 2 quarters. The position peaked at $7.25K in Q4 2024. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

Atala Financial reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 192 Alcoa shares in Q2 2025, an estimated $5.86K.
Atala Financial first reported a position in Alcoa in Q4 2024 and held it in 2 quarters.
Atala Financial's Alcoa position peaked at $7.25K in Q4 2024.
474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.