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Evoke Wealth’s Alcoa AA Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-6,141
Closed -$407K – 5
2026
Q1 		$407K Buy
6,141
+1,753
+40% +$108K 0.01% 461
2025
Q4 		$233K Buy
+4,388
New +$180K ﹤0.01% 592
2022
Q4 		– Sell
-444
Closed -$15K – 359
2022
Q3 		$15K Sell
444
-716
-62% -$33.4K ﹤0.01% 682
2022
Q2 		$53K Buy
1,160
+715
+161% +$46.4K ﹤0.01% 505
2022
Q1 		$40K Hold
445
– – ﹤0.01% 555
2021
Q4 		$27K Buy
445
+1
+0.2% +$50 ﹤0.01% 625
2021
Q3 		$21K Buy
+444
New +$18.8K ﹤0.01% 626
2020
Q1 		– Sell
-9
Closed -$194 – 1126
2019
Q4 		$194 Hold
9
– – ﹤0.01% 1231
2019
Q3 		$181 Buy
+9
New +$187 ﹤0.01% 1390

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's AA Position: Q2 2026 in Review

Evoke Wealth sold out of Alcoa (AA) in Q2 2026, closing a stake of 6,141 shares — an estimated $407K sold.

Evoke Wealth first reported a position in AA in Q3 2019 and held it in 9 quarters. The position peaked at $407K in Q1 2026. 710 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Evoke Wealth reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,141 Alcoa shares in Q2 2026, an estimated $407K.
  • Evoke Wealth first reported a position in Alcoa in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's Alcoa position peaked at $407K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.