CI
AA icon

CX Institutional’s Alcoa AA Stock Holding History

CX Institutional’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 		$14K Buy
+330
New +$15.7K ﹤0.01% 1289
2026
Q2 		– Sell
-25
Closed -$2K – 1569
2026
Q1 		$2K Buy
+25
New +$1.53K ﹤0.01% 1427
2023
Q1 		– Sell
-34,160
Closed -$1.55M – 476
2022
Q4 		$1.55M Buy
+34,160
New +$1.49M 0.09% 217
2019
Q3 		– Sell
-175
Closed -$4K – 789
2019
Q2 		$4K Buy
+175
New +$4.36K ﹤0.01% 632

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's AA Position: Q3 2026 in Review

CX Institutional opened a new position in Alcoa (AA) in Q3 2026: 330 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: CX Institutional previously reported a position in AA as recently as Q1 2026.

CX Institutional first reported a position in AA in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2022. 22 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • CX Institutional held 330 shares of Alcoa worth $14K as of Q3 2026.
  • Alcoa was a new CX Institutional position in Q3 2026.
  • Alcoa made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1289 holding.
  • CX Institutional first reported a position in Alcoa in Q2 2019 and has held it in 4 quarters since.
  • CX Institutional's Alcoa position peaked at $1.55M in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.