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Kingswood Wealth Advisors’s Alcoa AA Stock Holding History

Kingswood Wealth 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
2026
Q2 		– Sell
-3,388
Closed -$225K – 996
2026
Q1 		$225K Buy
+3,388
New +$208K 0.01% 836
2025
Q1 		– Sell
-6,287
Closed -$238K – 724
2024
Q4 		$238K Buy
+6,287
New +$261K 0.02% 687

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's AA Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Alcoa (AA) in Q2 2026, closing a stake of 3,388 shares — an estimated $225K sold.

Kingswood Wealth Advisors first reported a position in AA in Q4 2024 and held it in 2 quarters. The position peaked at $238K in Q4 2024. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,388 Alcoa shares in Q2 2026, an estimated $225K.
  • Kingswood Wealth Advisors first reported a position in Alcoa in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Alcoa position peaked at $238K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.