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Johnson Financial Group Inc (Wisconsin)’s Alcoa AA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-54
Closed -$1.65K – 713
2025
Q1 		$1.65K Hold
54
– – ﹤0.01% 828
2024
Q4 		$1.91K Hold
54
– – ﹤0.01% 808
2024
Q3 		$2.08K Hold
54
– – ﹤0.01% 861
2024
Q2 		$2.15K Hold
54
– – ﹤0.01% 658
2024
Q1 		$1.82K Hold
54
– – ﹤0.01% 642
2023
Q4 		$1.84K Buy
+54
New +$1.46K ﹤0.01% 754
2016
Q4 		– Sell
-690
Closed -$17K – 664
2016
Q3 		$17K Sell
690
-2,108
-75% -$51.4K ﹤0.01% 517
2016
Q2 		$62K Sell
2,798
-5,490
-66% -$128K 0.01% 419
2016
Q1 		$191K Buy
8,288
+7,077
+584% +$144K 0.04% 250
2015
Q4 		$29K Buy
1,211
+551
+83% +$12.3K 0.01% 464
2015
Q3 		$15K Buy
660
+308
+88% +$7.21K ﹤0.01% 603
2015
Q2 		$9K Buy
352
+183
+108% +$5.67K ﹤0.01% 684
2015
Q1 		$5K Buy
169
+41
+32% +$1.47K ﹤0.01% 727
2014
Q4 		$5K Sell
128
-11
-8% -$426 ﹤0.01% 697
2014
Q3 		$5K Buy
139
+11
+9% +$431 ﹤0.01% 661
2014
Q2 		$5K Hold
128
– – ﹤0.01% 640
2014
Q1 		$4K Buy
+128
New +$3.56K ﹤0.01% 643
2013
Q4 		– Sell
-859
Closed -$17K – 688
2013
Q3 		$17K Sell
859
-444
-34% -$8.59K 0.01% 515
2013
Q2 		$24K Buy
+1,303
New +$26.1K 0.01% 495

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AA Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Alcoa (AA) in Q2 2025, closing a stake of 54 shares — an estimated $1.65K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AA in Q2 2013 and held it in 19 quarters. The position peaked at $191K in Q1 2016. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 54 Alcoa shares in Q2 2025, an estimated $1.65K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Alcoa in Q2 2013 and held it in 19 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Alcoa position peaked at $191K in Q1 2016.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.