Perigon Wealth Management’s Alcoa AA Stock Holding History

Perigon Wealth Management’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 Q1	$1.49M	Buy	22,528 +1,272	+6%	+$78K	0.03%	433
2025 Q4	$1.13M	Buy	+21,256	New	+$870K	0.02%	500
2025 Q1	–	Sell	-6,015	Closed	-$234K	–	1032
2024 Q4	$234K	Buy	6,015 +35	+0.6%	+$1.45K	0.01%	906
2024 Q3	$231K	Buy	5,980 +840	+16%	+$28.6K	0.01%	881
2024 Q2	$204K	Buy	+5,140	New	+$199K	0.01%	809
2018 Q2	–	Sell	-388	Closed	-$17K	–	232
2018 Q1	$17K	Hold	388	–	–	0.01%	456
2017 Q4	$21K	Hold	388	–	–	0.01%	400
2017 Q3	$18K	Hold	388	–	–	0.01%	456
2017 Q2	$13K	Hold	388	–	–	﹤0.01%	477
2017 Q1	$13K	Hold	388	–	–	﹤0.01%	499
2016 Q4	$14K	Sell	388 -1,069	-73%	-$29K	﹤0.01%	514
2016 Q3	$35K	Buy	+1,457	New	+$35.5K	0.01%	341
2016 Q2	–	Sell	-1,457	Closed	-$34K	–	437
2016 Q1	$34K	Buy	+1,457	New	+$29.6K	0.01%	210

Other funds holding AA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's AA Position: Q1 2026 in Review

Perigon Wealth Management increased its Alcoa (AA) stake by 6% in Q1 2026, buying an estimated $78K and bringing the position to 22,528 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #433.

Perigon Wealth Management first reported a position in AA in Q1 2016 and has held it in 13 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Perigon Wealth Management held 22,528 shares of Alcoa worth $1.49M as of Q1 2026.
Perigon Wealth Management bought 1,272 Alcoa shares in Q1 2026, an estimated $78K.
Alcoa made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #433 holding.
Perigon Wealth Management first reported a position in Alcoa in Q1 2016 and has held it in 13 quarters since.
755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.