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Compass Financial Management’s Alcoa AA Stock Holding History

Compass Financial Management’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 		$8.01K Buy
+171
New +$11.5K ﹤0.01% 1100

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Compass Financial Management's AA Position: Q2 2026 in Review

Compass Financial Management opened a new position in Alcoa (AA) in Q2 2026: 171 shares worth $8.01K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

660 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Compass Financial Management held 171 shares of Alcoa worth $8.01K as of Q2 2026.
  • Alcoa was a new Compass Financial Management position in Q2 2026.
  • Alcoa made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1100 holding.
  • 660 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.