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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
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

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

Root Financial Partners's AA Position: Q2 2026 in Review

Root Financial Partners sold out of Alcoa (AA) in Q2 2026, closing a stake of 1,992 shares — an estimated $132K sold.

Root Financial Partners first reported a position in AA in Q3 2025 and held it in 3 quarters. The position peaked at $132K in Q1 2026. 712 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Root Financial Partners reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,992 Alcoa shares in Q2 2026, an estimated $132K.
  • Root Financial Partners first reported a position in Alcoa in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alcoa position peaked at $132K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.