BIAS
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Beacon Investment Advisory Services’s Alcoa AA Stock Holding History

Beacon Investment 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 		$261 Hold
5
– – ﹤0.01% 794
2026
Q1 		$332 Buy
+5
New +$307 ﹤0.01% 764
2018
Q2 		– Sell
-6,600
Closed -$297K – 253
2018
Q1 		$297K Buy
+6,600
New +$327K 0.03% 218

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

Beacon Investment Advisory Services's AA Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Alcoa (AA) position steady in Q2 2026 at 5 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Beacon Investment Advisory Services first reported a position in AA in Q1 2018 and has held it in 3 quarters since. The position peaked at $297K in Q1 2018. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Beacon Investment Advisory Services held 5 shares of Alcoa worth $261 as of Q2 2026.
  • Beacon Investment Advisory Services left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #794 holding.
  • Beacon Investment Advisory Services first reported a position in Alcoa in Q1 2018 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Alcoa position peaked at $297K in Q1 2018.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.