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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Alcoa AA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$678 Hold
13
– – ﹤0.01% 522
2026
Q1 		$862 Hold
13
– – ﹤0.01% 486
2025
Q4 		$691 Hold
13
– – ﹤0.01% 496
2025
Q3 		$428 Buy
+13
New +$404 ﹤0.01% 517

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Alcoa (AA) position steady in Q2 2026 at 13 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #522.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AA in Q3 2025 and has held it in 4 quarters since. The position peaked at $862 in Q1 2026. 340 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 13 shares of Alcoa worth $678 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #522 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Alcoa in Q3 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Alcoa position peaked at $862 in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.