KFS
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Kaizen Financial Strategies’s Alcoa AA Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-4,072
Closed -$287K – 177
2026
Q1 		$287K Buy
+4,072
New +$250K 0.12% 130

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kaizen Financial Strategies's AA Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Alcoa (AA) in Q2 2026, closing a stake of 4,072 shares — an estimated $287K sold.

Kaizen Financial Strategies first reported a position in AA in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 206 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 4,072 Alcoa shares in Q2 2026, an estimated $287K.
  • Kaizen Financial Strategies first reported a position in Alcoa in Q1 2026 and held it in 1 quarter.
  • Kaizen Financial Strategies's Alcoa position peaked at $287K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.