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Fiduciary Alliance’s Alcoa AA Stock Holding History

Fiduciary Alliance’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 		$1.78M Sell
25,249
-3,596
-12% -$221K 0.11% 196
2025
Q4 		$1.53M Sell
28,845
-225
-0.8% -$9.21K 0.1% 196
2025
Q3 		$956K Sell
29,070
-1,942
-6% -$60.4K 0.06% 245
2025
Q2 		$915K Buy
31,012
+1,659
+6% +$44.8K 0.07% 234
2025
Q1 		$895K Sell
29,353
-1,004
-3% -$35.2K 0.09% 178
2024
Q4 		$1.15M Buy
+30,357
New +$1.26M 0.12% 153
2023
Q3 		– Sell
-2,299
Closed -$78K – 168
2023
Q2 		$78K Buy
+2,299
New +$83.5K 0.02% 246
2023
Q1 		– Sell
-2,299
Closed -$105K – 137
2022
Q4 		$105K Buy
+2,299
New +$100K 0.03% 159

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

Fiduciary Alliance's AA Position: Q1 2026 in Review

Fiduciary Alliance reduced its Alcoa (AA) stake by 12% in Q1 2026, selling an estimated $221K and leaving 25,249 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #196.

Fiduciary Alliance first reported a position in AA in Q4 2022 and has held it in 8 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Fiduciary Alliance held 25,249 shares of Alcoa worth $1.78M as of Q1 2026.
  • Fiduciary Alliance sold 3,596 Alcoa shares in Q1 2026, an estimated $221K.
  • Alcoa made up 0.11% of Fiduciary Alliance's portfolio in Q1 2026, its #196 holding.
  • Fiduciary Alliance first reported a position in Alcoa in Q4 2022 and has held it in 8 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.