Cornerstone Planning Group
AA icon

Cornerstone Planning Group’s Alcoa AA Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-24
Closed -$1.11K – 177
2026
Q2 		$1.11K Sell
24
-24
-50% -$1.61K ﹤0.01% 1472
2026
Q1 		$3.03K Buy
48
+27
+129% +$1.66K ﹤0.01% 1210
2025
Q4 		$1.26K Sell
21
-156
-88% -$6.38K ﹤0.01% 1297
2025
Q3 		$13.1K Buy
+177
New +$5.5K ﹤0.01% 699
2025
Q1 		– Sell
-22
Closed -$769 – 1554
2024
Q4 		$769 Buy
22
+8
+57% +$332 ﹤0.01% 1021
2024
Q3 		$573 Buy
+14
New +$477 ﹤0.01% 1054

Other funds holding AA

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Cornerstone Planning Group's AA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alcoa (AA) in Q3 2026, closing a stake of 24 shares — an estimated $1.11K sold.

Cornerstone Planning Group first reported a position in AA in Q3 2024 and held it in 6 quarters. The position peaked at $13.1K in Q3 2025. 96 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Alcoa position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 24 Alcoa shares in Q3 2026, an estimated $1.11K.
  • Cornerstone Planning Group first reported a position in Alcoa in Q3 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's Alcoa position peaked at $13.1K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.