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 $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JNBA Financial Advisors's AA Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Alcoa (AA) in Q2 2025, closing a stake of 11 shares — an estimated $336 sold.

JNBA Financial Advisors first reported a position in AA in Q2 2013 and held it in 17 quarters. The position peaked at $20K in Q3 2016. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

JNBA Financial Advisors reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 11 Alcoa shares in Q2 2025, an estimated $336.
JNBA Financial Advisors first reported a position in Alcoa in Q2 2013 and held it in 17 quarters.
JNBA Financial Advisors's Alcoa position peaked at $20K in Q3 2016.
474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.