ECM
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Evergreen Capital Management’s Alcoa AA Stock Holding History

Evergreen Capital 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
Q1 		$1.75M Buy
26,332
+13
+0% +$798 0.04% 346
2025
Q4 		$1.4M Buy
+26,319
New +$1.08M 0.03% 380

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

Evergreen Capital Management's AA Position: Q1 2026 in Review

Evergreen Capital Management increased its Alcoa (AA) stake by 0.05% in Q1 2026, buying an estimated $798 and bringing the position to 26,332 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #346.

Evergreen Capital Management first reported a position in AA in Q4 2025 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Evergreen Capital Management held 26,332 shares of Alcoa worth $1.75M as of Q1 2026.
  • Evergreen Capital Management bought 13 Alcoa shares in Q1 2026, an estimated $798.
  • Alcoa made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #346 holding.
  • Evergreen Capital Management first reported a position in Alcoa in Q4 2025 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.