Jones Financial Companies’s Alcoa AA Stock Holding History

Jones Financial Companies’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
2026 Q2	$730K	Buy	13,494 +4,245	+46%	+$284K	﹤0.01%	2047
2026 Q1	$540K	Buy	9,249 +3,836	+71%	+$235K	﹤0.01%	2004
2025 Q4	$288K	Sell	5,413 -1,003	-16%	-$41K	﹤0.01%	1744
2025 Q3	$210K	Buy	6,416 +3,648	+132%	+$113K	﹤0.01%	1763
2025 Q2	$78.8K	Buy	2,768 +1,423	+106%	+$38.4K	﹤0.01%	2034
2025 Q1	$41.2K	Buy	1,345 +697	+108%	+$24.4K	﹤0.01%	2139
2024 Q4	$24.5K	Buy	648 +15	+2%	+$623	﹤0.01%	2165
2024 Q3	$24.9K	Buy	633 +204	+48%	+$6.95K	﹤0.01%	1874
2024 Q2	$17.1K	Buy	+429	New	+$16.6K	﹤0.01%	1588
2023 Q1	–	Sell	-19	Closed	-$1K	–	566
2022 Q4	$1K	Buy	+19	New	+$827	﹤0.01%	627
2021 Q2	–	Sell	-24	Closed	-$1K	–	626
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	760
2020 Q4	$1K	Buy	+24	New	+$418	﹤0.01%	639
2013 Q3	–	Sell	-83	Closed	-$2K	–	713
2013 Q2	$2K	Buy	+83	New	+$1.66K	﹤0.01%	718

Other funds holding AA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jones Financial Companies's AA Position: Q2 2026 in Review

Jones Financial Companies increased its Alcoa (AA) stake by 46% in Q2 2026, buying an estimated $284K and bringing the position to 13,494 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Jones Financial Companies first reported a position in AA in Q2 2013 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Jones Financial Companies held 13,494 shares of Alcoa worth $730K as of Q2 2026.
Jones Financial Companies bought 4,245 Alcoa shares in Q2 2026, an estimated $284K.
Alcoa made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2047 holding.
Jones Financial Companies first reported a position in Alcoa in Q2 2013 and has held it in 13 quarters since.
714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.