Jones Financial Companies
AA icon

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's AA Position: Q1 2026 in Review

Jones Financial Companies increased its Alcoa (AA) stake by 71% in Q1 2026, buying an estimated $235K and bringing the position to 9,249 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Jones Financial Companies first reported a position in AA in Q2 2013 and has held it in 12 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Jones Financial Companies held 9,249 shares of Alcoa worth $540K as of Q1 2026.
  • Jones Financial Companies bought 3,836 Alcoa shares in Q1 2026, an estimated $235K.
  • Alcoa made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2004 holding.
  • Jones Financial Companies first reported a position in Alcoa in Q2 2013 and has held it in 12 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.