MFG
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Merit Financial Group’s Alcoa AA Stock Holding History

Merit 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
Q2 		$1.81M Sell
34,791
-3,422
-9% -$229K 0.01% 793
2026
Q1 		$2.53M Buy
38,213
+9,268
+32% +$569K 0.02% 578
2025
Q4 		$1.54M Buy
28,945
+15,432
+114% +$631K 0.01% 748
2025
Q3 		$444K Buy
+13,513
New +$420K ﹤0.01% 1252
2025
Q2 		– Sell
-7,110
Closed -$217K – 1700
2025
Q1 		$217K Buy
+7,110
New +$249K ﹤0.01% 1260

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 $3.37T AUM 44.26% 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

Merit Financial Group's AA Position: Q2 2026 in Review

Merit Financial Group reduced its Alcoa (AA) stake by 9% in Q2 2026, selling an estimated $229K and leaving 34,791 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #793.

Merit Financial Group first reported a position in AA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Merit Financial Group held 34,791 shares of Alcoa worth $1.81M as of Q2 2026.
  • Merit Financial Group sold 3,422 Alcoa shares in Q2 2026, an estimated $229K.
  • Alcoa made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #793 holding.
  • Merit Financial Group first reported a position in Alcoa in Q1 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Alcoa position peaked at $2.53M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.