Bell Investment Advisors’s Alcoa AA Stock Holding History

Bell Investment 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 Q2	$1.98K	Hold	38	–	–	﹤0.01%	1339
2026 Q1	$2.52K	Hold	38	–	–	﹤0.01%	1242
2025 Q4	$2.02K	Hold	38	–	–	﹤0.01%	1349
2025 Q3	$1.25K	Buy	38 +17	+81%	+$529	﹤0.01%	1501
2025 Q2	$620	Sell	21 -15	-42%	-$405	﹤0.01%	1719
2025 Q1	$1.1K	Hold	36	–	–	﹤0.01%	1522
2024 Q4	$1.36K	Sell	36 -46	-56%	-$1.91K	﹤0.01%	1482
2024 Q3	$3.16K	Hold	82	–	–	﹤0.01%	1158
2024 Q2	$3.26K	Hold	82	–	–	﹤0.01%	1130
2024 Q1	$2.77K	Buy	82 +17	+26%	+$497	﹤0.01%	1205
2023 Q4	$2.21K	Sell	65 -8	-11%	-$216	﹤0.01%	1289
2023 Q3	$2.12K	Sell	73 -39	-35%	-$1.22K	﹤0.01%	1245
2023 Q2	$3.8K	Buy	112 +20	+22%	+$727	﹤0.01%	961
2023 Q1	$3.92K	Sell	92 -38	-29%	-$1.83K	﹤0.01%	895
2022 Q4	$5.91K	Buy	130 +40	+44%	+$1.74K	﹤0.01%	720
2022 Q3	$3K	Sell	90 -20	-18%	-$934	﹤0.01%	859
2022 Q2	$5K	Buy	+110	New	+$7.13K	﹤0.01%	666
2021 Q4	$4K	Buy	74 +21	+40%	+$1.05K	﹤0.01%	822
2021 Q3	$3K	Buy	+53	New	+$2.24K	﹤0.01%	865

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 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

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

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

Bell Investment Advisors's AA Position: Q2 2026 in Review

Bell Investment Advisors held its Alcoa (AA) position steady in Q2 2026 at 38 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Bell Investment Advisors first reported a position in AA in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.91K in Q4 2022. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Bell Investment Advisors held 38 shares of Alcoa worth $1.98K as of Q2 2026.
Bell Investment Advisors left its Alcoa share count unchanged in Q2 2026.
Alcoa made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1339 holding.
Bell Investment Advisors first reported a position in Alcoa in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Alcoa position peaked at $5.91K in Q4 2022.
714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.