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Independent Financial Group’s Alcoa AA Stock Holding History

Independent Financial Group’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
-9,285
Closed -$616K – 1547
2026
Q1 		$616K Buy
+9,285
New +$570K 0.01% 820
2022
Q1 		– Sell
-6,310
Closed -$376K – 779
2021
Q4 		$376K Buy
+6,310
New +$316K 0.03% 512

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

Independent Financial Group's AA Position: Q2 2026 in Review

Independent Financial Group sold out of Alcoa (AA) in Q2 2026, closing a stake of 9,285 shares — an estimated $616K sold.

Independent Financial Group first reported a position in AA in Q4 2021 and held it in 2 quarters. The position peaked at $616K in Q1 2026. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Independent Financial Group reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 9,285 Alcoa shares in Q2 2026, an estimated $616K.
  • Independent Financial Group first reported a position in Alcoa in Q4 2021 and held it in 2 quarters.
  • Independent Financial Group's Alcoa position peaked at $616K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.