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 Q3	$964K	Buy	22,949 +472	+2%	+$22.5K	0.07%	238
2026 Q2	$1.17M	Sell	22,477 -2,772	-11%	-$186K	0.08%	244
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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fiduciary Alliance's AA Position: Q3 2026 in Review

Fiduciary Alliance increased its Alcoa (AA) stake by 2.1% in Q3 2026, buying an estimated $22.5K and bringing the position to 22,949 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #238.

Fiduciary Alliance first reported a position in AA in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.78M in Q1 2026. 107 funds tracked by Wall St. Rank hold AA as of Q3 2026.

Fiduciary Alliance held 22,949 shares of Alcoa worth $964K as of Q3 2026.
Fiduciary Alliance bought 472 Alcoa shares in Q3 2026, an estimated $22.5K.
Alcoa made up 0.07% of Fiduciary Alliance's portfolio in Q3 2026, its #238 holding.
Fiduciary Alliance first reported a position in Alcoa in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Alcoa position peaked at $1.78M in Q1 2026.
107 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.