Root Financial Partners
AA icon

Root Financial Partners’s Alcoa AA Stock Holding History

Root Financial Partners’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
Q3 		$41.7K Buy
+993
New +$47.4K ﹤0.01% 1172
2026
Q2 		– Sell
-1,992
Closed -$132K – 411
2026
Q1 		$132K Buy
1,992
+1,097
+123% +$67.3K 0.01% 455
2025
Q4 		$47.6K Buy
895
+7
+0.8% +$286 ﹤0.01% 738
2025
Q3 		$29.2K Buy
+888
New +$27.6K ﹤0.01% 909

Other funds holding AA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's AA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alcoa (AA) in Q3 2026: 993 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AA as recently as Q1 2026.

Root Financial Partners first reported a position in AA in Q3 2025 and has held it in 4 quarters since. The position peaked at $132K in Q1 2026. 368 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Root Financial Partners held 993 shares of Alcoa worth $41.7K as of Q3 2026.
  • Alcoa was a new Root Financial Partners position in Q3 2026.
  • Alcoa made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1172 holding.
  • Root Financial Partners first reported a position in Alcoa in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Alcoa position peaked at $132K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.