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Cyndeo Wealth Partners’s Alcoa AA Stock Holding History

Cyndeo Wealth Partners’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 		$4.07M Buy
+61,389
New +$3.77M 0.21% 116

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's AA Position: Q1 2026 in Review

Cyndeo Wealth Partners opened a new position in Alcoa (AA) in Q1 2026: 61,389 shares worth $4.07M. The stake represents 0.21% of the portfolio and ranks #116 among its holdings.

755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Cyndeo Wealth Partners held 61,389 shares of Alcoa worth $4.07M as of Q1 2026.
  • Alcoa was a new Cyndeo Wealth Partners position in Q1 2026.
  • Alcoa made up 0.21% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.