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Pension & Wealth Management Advisors’s Alcoa AA Stock Holding History

Pension & Wealth Management 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
Q2 		$678 Hold
13
– – ﹤0.01% 522
2026
Q1 		$862 Hold
13
– – ﹤0.01% 486
2025
Q4 		$691 Hold
13
– – ﹤0.01% 496
2025
Q3 		$428 Buy
+13
New +$404 ﹤0.01% 517

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

Pension & Wealth Management Advisors's AA Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Alcoa (AA) position steady in Q2 2026 at 13 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Pension & Wealth Management Advisors first reported a position in AA in Q3 2025 and has held it in 4 quarters since. The position peaked at $862 in Q1 2026. 660 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Pension & Wealth Management Advisors held 13 shares of Alcoa worth $678 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #522 holding.
  • Pension & Wealth Management Advisors first reported a position in Alcoa in Q3 2025 and has held it in 4 quarters since.
  • Pension & Wealth Management Advisors's Alcoa position peaked at $862 in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.