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Brendel Financial Advisors’s Alcoa AA Stock Holding History

Brendel Financial 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 		– Sell
-48,798
Closed -$3.24M – 102
2026
Q1 		$3.24M Sell
48,798
-15,496
-24% -$951K 1.6% 29
2025
Q4 		$3.42M Buy
+64,294
New +$2.63M 1.68% 28

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 $3.37T AUM 44.26% 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

Brendel Financial Advisors's AA Position: Q2 2026 in Review

Brendel Financial Advisors sold out of Alcoa (AA) in Q2 2026, closing a stake of 48,798 shares — an estimated $3.24M sold.

Brendel Financial Advisors first reported a position in AA in Q4 2025 and held it in 2 quarters. The position peaked at $3.42M in Q4 2025. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Brendel Financial Advisors reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 48,798 Alcoa shares in Q2 2026, an estimated $3.24M.
  • Brendel Financial Advisors first reported a position in Alcoa in Q4 2025 and held it in 2 quarters.
  • Brendel Financial Advisors's Alcoa position peaked at $3.42M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.