JNBA Financial Advisors’s Alcoa AA Stock Holding History

JNBA Financial 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
2025 Q2	–	Sell	-11	Closed	-$336	–	652
2025 Q1	$336	Hold	11	–	–	﹤0.01%	639
2024 Q4	$416	Sell	11 -11	-50%	-$457	﹤0.01%	637
2024 Q3	$849	Buy	+22	New	+$750	﹤0.01%	630
2016 Q4	–	Sell	-816	Closed	-$20K	–	475
2016 Q3	$20K	Buy	816 +640	+364%	+$15.6K	﹤0.01%	810
2016 Q2	$4K	Hold	176	–	–	﹤0.01%	415
2016 Q1	$4K	Hold	176	–	–	﹤0.01%	427
2015 Q4	$4K	Hold	176	–	–	﹤0.01%	419
2015 Q3	$4K	Hold	176	–	–	﹤0.01%	424
2015 Q2	$5K	Hold	176	–	–	﹤0.01%	405
2015 Q1	$5K	Hold	176	–	–	﹤0.01%	417
2014 Q4	$7K	Hold	176	–	–	﹤0.01%	389
2014 Q3	$7K	Hold	176	–	–	﹤0.01%	402
2014 Q2	$6K	Hold	176	–	–	﹤0.01%	394
2014 Q1	$5K	Hold	176	–	–	﹤0.01%	379
2013 Q4	$5K	Hold	176	–	–	﹤0.01%	354
2013 Q3	$3K	Hold	176	–	–	﹤0.01%	362
2013 Q2	$3K	Buy	+176	New	+$3.52K	﹤0.01%	318

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return