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Montgomery Financial Services’s Alcoa AA Stock Holding History

Montgomery Financial Services’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 		$5.21K Buy
+100
New +$6.7K ﹤0.01% 225

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Montgomery Financial Services's AA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Alcoa (AA) in Q2 2026: 100 shares worth $5.21K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings.

660 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Montgomery Financial Services held 100 shares of Alcoa worth $5.21K as of Q2 2026.
  • Alcoa was a new Montgomery Financial Services position in Q2 2026.
  • Alcoa made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #225 holding.
  • 660 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.