JWCA
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J.W. Cole Advisors’s Alcoa AA Stock Holding History

J.W. Cole Advisors’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 		$345K Buy
6,609
+2,963
+81% +$198K 0.01% 1202
2026
Q1 		$242K Buy
+3,646
New +$224K 0.01% 699
2022
Q2 		– Sell
-5,138
Closed -$463K – 734
2022
Q1 		$463K Buy
5,138
+550
+12% +$39.9K 0.03% 475
2021
Q4 		$273K Buy
+4,588
New +$230K 0.02% 682

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

J.W. Cole Advisors's AA Position: Q2 2026 in Review

J.W. Cole Advisors increased its Alcoa (AA) stake by 81% in Q2 2026, buying an estimated $198K and bringing the position to 6,609 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1202.

J.W. Cole Advisors first reported a position in AA in Q4 2021 and has held it in 4 quarters since. The position peaked at $463K in Q1 2022. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • J.W. Cole Advisors held 6,609 shares of Alcoa worth $345K as of Q2 2026.
  • J.W. Cole Advisors bought 2,963 Alcoa shares in Q2 2026, an estimated $198K.
  • Alcoa made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1202 holding.
  • J.W. Cole Advisors first reported a position in Alcoa in Q4 2021 and has held it in 4 quarters since.
  • J.W. Cole Advisors's Alcoa position peaked at $463K in Q1 2022.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.