Jefferies Financial Group’s Alcoa AA Stock Holding History

Jefferies 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 Q1	–	Sell	-32,500	Closed	-$1.73M	–	1693
2025 Q4	$1.73M	Buy	+32,500	New	+$1.33M	0.01%	875
2024 Q2	–	Sell	-366,300	Closed	-$12.4M	–	1363
2024 Q1	$12.4M	Sell	366,300 -928,300	-72%	-$27.2M	0.11%	141
2023 Q4	$44M	Buy	1,294,600 +129,700	+11%	+$3.51M	0.29%	49
2023 Q3	$33.9M	Buy	+1,164,900	New	+$36.5M	0.3%	46
2023 Q1	–	Sell	-12,200	Closed	-$555K	–	1587
2022 Q4	$555K	Buy	+12,200	New	+$531K	﹤0.01%	1029

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's AA Position: Q1 2026 in Review

Jefferies Financial Group reduced its Alcoa (AA) stake by 1% in Q1 2026, selling an estimated $10.2K and leaving 16,261 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #899.

Jefferies Financial Group first reported a position in AA in Q4 2022 and has held it in 8 quarters since. The position peaked at $23.1M in Q4 2023. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Jefferies Financial Group held 16,261 shares of Alcoa worth $1.08M as of Q1 2026.
Jefferies Financial Group sold 166 Alcoa shares in Q1 2026, an estimated $10.2K.
Alcoa made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #899 holding.
Jefferies Financial Group first reported a position in Alcoa in Q4 2022 and has held it in 8 quarters since.
Jefferies Financial Group's Alcoa position peaked at $23.1M in Q4 2023.
755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.