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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
2024
Q2 		– Sell
-170,000
Closed -$5.74M – 1365
2024
Q1 		$5.74M Sell
170,000
-757,100
-82% -$22.1M 0.05% 284
2023
Q4 		$31.5M Sell
927,100
-17,000
-2% -$460K 0.21% 71
2023
Q3 		$27.4M Buy
944,100
+859,100
+1,011% +$26.9M 0.25% 58
2023
Q2 		$2.88M Hold
85,000
– – 0.03% 533
2023
Q1 		$3.62M Sell
85,000
-100,000
-54% -$4.82M 0.03% 456
2022
Q4 		$8.41M Buy
+185,000
New +$8.05M 0.06% 252

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
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.