Larson Financial Group’s Alcoa AA Stock Holding History

Larson Financial Group’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	$60.6K	Buy	913 +193	+27%	+$11.8K	﹤0.01%	1251
2025 Q4	$38.3K	Buy	720 +45	+7%	+$1.84K	﹤0.01%	1381
2025 Q3	$22.2K	Buy	675 +463	+218%	+$14.4K	﹤0.01%	1581
2025 Q2	$6.26K	Buy	212 +93	+78%	+$2.51K	﹤0.01%	2003
2025 Q1	$3.63K	Buy	119 +105	+750%	+$3.68K	﹤0.01%	1975
2024 Q4	$529	Hold	14	–	–	﹤0.01%	2182
2024 Q3	$540	Buy	+14	New	+$477	﹤0.01%	2105
2024 Q2	–	Sell	-3,048	Closed	-$103K	–	2425
2024 Q1	$103K	Sell	3,048 -337	-10%	-$9.86K	0.01%	536
2023 Q4	$115K	Buy	3,385 +101	+3%	+$2.73K	0.01%	463
2023 Q3	$95.4K	Buy	+3,284	New	+$103K	0.01%	458
2020 Q3	–	Sell	-1	Closed	–	–	710
2020 Q2	$0	Buy	+1	New	+$9	﹤0.01%	675
2019 Q3	–	Sell	-1	Closed	–	–	538
2019 Q2	$0	Hold	1	–	–	﹤0.01%	487
2019 Q1	$0	Hold	1	–	–	﹤0.01%	487
2018 Q4	$0	Buy	+1	New	+$34	﹤0.01%	468

Other funds holding AA

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return