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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 $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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group sold out of Alcoa (AA) in Q2 2026, closing a stake of 16,261 shares — an estimated $1.08M sold.

Jefferies Financial Group first reported a position in AA in Q4 2022 and held it in 8 quarters. The position peaked at $23.1M in Q4 2023. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Jefferies Financial Group reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 16,261 Alcoa shares in Q2 2026, an estimated $1.08M.
  • Jefferies Financial Group first reported a position in Alcoa in Q4 2022 and held it in 8 quarters.
  • Jefferies Financial Group's Alcoa position peaked at $23.1M in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.