Callan Family Office’s Alcoa AA Stock Holding History

Callan Family Office’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	$324K	Sell	4,882 -1,184	-20%	-$72.6K	0.01%	905
2025 Q4	$322K	Buy	+6,066	New	+$248K	0.01%	909

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Family Office's AA Position: Q1 2026 in Review

Callan Family Office reduced its Alcoa (AA) stake by 20% in Q1 2026, selling an estimated $72.6K and leaving 4,882 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #905.

Callan Family Office first reported a position in AA in Q4 2025 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Callan Family Office held 4,882 shares of Alcoa worth $324K as of Q1 2026.
Callan Family Office sold 1,184 Alcoa shares in Q1 2026, an estimated $72.6K.
Alcoa made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #905 holding.
Callan Family Office first reported a position in Alcoa in Q4 2025 and has held it in 2 quarters since.
755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.