EP
AA icon

Essential Partners’s Alcoa AA Stock Holding History

Essential 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
Q3 		$40.4K Sell
963
-2,535
-72% -$121K 0.02% 679
2026
Q2 		$182K Sell
3,498
-17,027
-83% -$1.14M 0.08% 256
2026
Q1 		$1.36M Buy
20,525
+193
+0.9% +$11.8K 0.46% 48
2025
Q4 		$1.08M Buy
20,332
+3,411
+20% +$140K 0.33% 77
2025
Q3 		$557K Buy
16,921
+12
+0.1% +$373 0.18% 156
2025
Q2 		$499K Buy
+16,909
New +$457K 0.2% 157

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

Essential Partners's AA Position: Q3 2026 in Review

Essential Partners reduced its Alcoa (AA) stake by 72% in Q3 2026, selling an estimated $121K and leaving 963 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #679.

Essential Partners first reported a position in AA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2026. 33 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Essential Partners held 963 shares of Alcoa worth $40.4K as of Q3 2026.
  • Essential Partners sold 2,535 Alcoa shares in Q3 2026, an estimated $121K.
  • Alcoa made up 0.02% of Essential Partners's portfolio in Q3 2026, its #679 holding.
  • Essential Partners first reported a position in Alcoa in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alcoa position peaked at $1.36M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.