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Legacy Capital Group California’s Alcoa AA Stock Holding History

Legacy Capital Group California’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
-3,113
Closed -$206K – 300
2026
Q1 		$206K Sell
3,113
-6,848
-69% -$420K 0.08% 271
2025
Q4 		$529K Buy
+9,961
New +$408K 0.13% 203
2025
Q1 		– Sell
-13,898
Closed -$525K – 307
2024
Q4 		$525K Sell
13,898
-65
-0.5% -$2.7K 0.16% 172
2024
Q3 		$539K Buy
+13,963
New +$476K 0.18% 165

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

Legacy Capital Group California's AA Position: Q2 2026 in Review

Legacy Capital Group California sold out of Alcoa (AA) in Q2 2026, closing a stake of 3,113 shares — an estimated $206K sold.

Legacy Capital Group California first reported a position in AA in Q3 2024 and held it in 4 quarters. The position peaked at $539K in Q3 2024. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Legacy Capital Group California reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 3,113 Alcoa shares in Q2 2026, an estimated $206K.
  • Legacy Capital Group California first reported a position in Alcoa in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Group California's Alcoa position peaked at $539K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.