Bank Julius Baer & Co
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Bank Julius Baer & Co’s Alcoa AA Stock Holding History

Bank Julius Baer & Co’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 		$4.07M Buy
61,400
+19,450
+46% +$1.19M 0.01% 252
2025
Q4 		$2.23M Buy
41,950
+15,450
+58% +$632K 0.01% 316
2025
Q3 		$872K Hold
26,500
– – ﹤0.01% 381
2025
Q2 		$782K Hold
26,500
– – ﹤0.01% 347
2025
Q1 		$808K Buy
26,500
+2,487
+10% +$87.1K ﹤0.01% 328
2024
Q4 		$1M Buy
24,013
+1,659
+7% +$68.9K ﹤0.01% 315
2024
Q3 		$1.02M Sell
22,354
-2,474
-10% -$84.3K ﹤0.01% 288
2024
Q2 		$1.1M Sell
24,828
-1,672
-6% -$64.7K ﹤0.01% 234
2024
Q1 		$895K Hold
26,500
– – ﹤0.01% 276
2023
Q4 		$901K Sell
26,500
-326
-1% -$8.82K ﹤0.01% 289
2023
Q3 		$780K Buy
26,826
+813
+3% +$25.5K ﹤0.01% 284
2023
Q2 		$883K Sell
26,013
-487
-2% -$17.7K 0.01% 280
2023
Q1 		$1.13M Hold
26,500
– – 0.01% 260
2022
Q4 		$1.21M Buy
26,500
+418
+2% +$18.2K 0.01% 241
2022
Q3 		$878K Sell
26,082
-418
-2% -$19.5K 0.01% 273
2022
Q2 		$1.21M Buy
26,500
+7,884
+42% +$511K 0.01% 253
2022
Q1 		$1.68M Sell
18,616
-12,008
-39% -$872K 0.01% 237
2021
Q4 		$1.82M Sell
30,624
-32,355
-51% -$1.62M 0.01% 282
2021
Q3 		$3.08M Buy
62,979
+10,862
+21% +$459K 0.02% 228
2021
Q2 		$1.92M Buy
+52,117
New +$1.89M 0.01% 286
2021
Q1 		– Sell
-3,818
Closed -$88K – 814
2020
Q4 		$88K Sell
3,818
-5,588
-59% -$97.3K ﹤0.01% 639
2020
Q3 		$109K Buy
9,406
+3,806
+68% +$51.1K ﹤0.01% 559
2020
Q2 		$63K Sell
5,600
-1,653
-23% -$14.8K ﹤0.01% 553
2020
Q1 		$44K Buy
+7,253
New +$99.5K ﹤0.01% 551

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's AA Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Alcoa (AA) stake by 46% in Q1 2026, buying an estimated $1.19M and bringing the position to 61,400 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #252.

Bank Julius Baer & Co first reported a position in AA in Q1 2020 and has held it in 24 quarters since. 758 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Bank Julius Baer & Co held 61,400 shares of Alcoa worth $4.07M as of Q1 2026.
  • Bank Julius Baer & Co bought 19,450 Alcoa shares in Q1 2026, an estimated $1.19M.
  • Alcoa made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #252 holding.
  • Bank Julius Baer & Co first reported a position in Alcoa in Q1 2020 and has held it in 24 quarters since.
  • 758 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.