LVW Advisors’s Alcoa AA Stock Holding History

LVW 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 Q3	–	Sell	-3,932	Closed	-$205K	–	461
2026 Q2	$205K	Buy	+3,932	New	+$263K	0.02%	451

Other funds holding AA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

LVW Advisors's AA Position: Q3 2026 in Review

LVW Advisors sold out of Alcoa (AA) in Q3 2026, closing a stake of 3,932 shares — an estimated $205K sold.

LVW Advisors first reported a position in AA in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 324 funds tracked by Wall St. Rank hold AA as of Q3 2026.

LVW Advisors reported no remaining Alcoa position as of Q3 2026 after selling out during the quarter.
LVW Advisors sold 3,932 Alcoa shares in Q3 2026, an estimated $205K.
LVW Advisors first reported a position in Alcoa in Q2 2026 and held it in 1 quarter.
LVW Advisors's Alcoa position peaked at $205K in Q2 2026.
324 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.