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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Alliance's AA Position: Q2 2026 in Review

Fiduciary Alliance reduced its Alcoa (AA) stake by 11% in Q2 2026, selling an estimated $186K and leaving 22,477 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #244.

Fiduciary Alliance first reported a position in AA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.78M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Fiduciary Alliance held 22,477 shares of Alcoa worth $1.17M as of Q2 2026.
Fiduciary Alliance sold 2,772 Alcoa shares in Q2 2026, an estimated $186K.
Alcoa made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #244 holding.
Fiduciary Alliance first reported a position in Alcoa in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Alcoa position peaked at $1.78M in Q1 2026.
711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.