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Pinnacle Wealth Planning Services’s Alcoa AA Stock Holding History

Pinnacle Wealth Planning 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 		$200K Buy
3,830
+13
+0.3% +$871 0.02% 524
2026
Q1 		$253K Sell
3,817
-185
-5% -$11.3K 0.03% 396
2025
Q4 		$213K Buy
+4,002
New +$164K 0.02% 447
2022
Q2 		– Sell
-2,366
Closed -$213K – 419
2022
Q1 		$213K Buy
+2,366
New +$172K 0.04% 363
2021
Q1 		– Sell
-1,932
Closed -$45K – 343
2020
Q4 		$45K Buy
+1,932
New +$33.6K 0.01% 841

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

Pinnacle Wealth Planning Services's AA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Alcoa (AA) stake by 0.34% in Q2 2026, buying an estimated $871 and bringing the position to 3,830 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #524.

Pinnacle Wealth Planning Services first reported a position in AA in Q4 2020 and has held it in 5 quarters since. The position peaked at $253K in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,830 shares of Alcoa worth $200K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Alcoa shares in Q2 2026, an estimated $871.
  • Alcoa made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #524 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alcoa in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Alcoa position peaked at $253K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.