CFO
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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
Q2 		$310K Buy
5,942
+1,060
+22% +$71K 0.01% 992
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
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

Callan Family Office's AA Position: Q2 2026 in Review

Callan Family Office increased its Alcoa (AA) stake by 22% in Q2 2026, buying an estimated $71K and bringing the position to 5,942 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #992.

Callan Family Office first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Callan Family Office held 5,942 shares of Alcoa worth $310K as of Q2 2026.
  • Callan Family Office bought 1,060 Alcoa shares in Q2 2026, an estimated $71K.
  • Alcoa made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #992 holding.
  • Callan Family Office first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Alcoa position peaked at $324K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.