Balboa Wealth Partners’s Alcoa AA Stock Holding History

Balboa Wealth Partners’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 Q1	–	Sell	-5,060	Closed	-$269K	–	456
2025 Q4	$269K	Buy	+5,060	New	+$207K	0.04%	314

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's AA Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Alcoa (AA) in Q1 2026, closing a stake of 5,060 shares — an estimated $269K sold.

Balboa Wealth Partners first reported a position in AA in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 763 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Balboa Wealth Partners reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
Balboa Wealth Partners sold 5,060 Alcoa shares in Q1 2026, an estimated $269K.
Balboa Wealth Partners first reported a position in Alcoa in Q4 2025 and held it in 1 quarter.
Balboa Wealth Partners's Alcoa position peaked at $269K in Q4 2025.
763 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.