Sendero Wealth Management’s Alcoa AA Stock Holding History

Sendero 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 Q3	$606K	Buy	14,440 +286	+2%	+$13.6K	0.06%	154
2026 Q2	$738K	Sell	14,154 -1,916	-12%	-$128K	0.07%	149
2026 Q1	$1.07M	Sell	16,070 -2,235	-12%	-$137K	0.12%	102
2025 Q4	$973K	Sell	18,305 -196	-1%	-$8.02K	0.11%	109
2025 Q3	$608K	Sell	18,501 -370	-2%	-$11.5K	0.07%	132
2025 Q2	$557K	Hold	18,871	–	–	0.07%	136
2025 Q1	$576K	Hold	18,871	–	–	0.08%	130
2024 Q4	$713K	Buy	18,871 +1,320	+8%	+$54.8K	0.11%	108
2024 Q3	$677K	Hold	17,551	–	–	0.11%	99
2024 Q2	$698K	Buy	+17,551	New	+$679K	0.12%	98

Other funds holding AA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sendero Wealth Management's AA Position: Q3 2026 in Review

Sendero Wealth Management increased its Alcoa (AA) stake by 2% in Q3 2026, buying an estimated $13.6K and bringing the position to 14,440 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #154.

Sendero Wealth Management first reported a position in AA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2026. 430 funds tracked by Wall St. Rank hold AA as of Q3 2026.

Sendero Wealth Management held 14,440 shares of Alcoa worth $606K as of Q3 2026.
Sendero Wealth Management bought 286 Alcoa shares in Q3 2026, an estimated $13.6K.
Alcoa made up 0.06% of Sendero Wealth Management's portfolio in Q3 2026, its #154 holding.
Sendero Wealth Management first reported a position in Alcoa in Q2 2024 and has held it in 10 quarters since.
Sendero Wealth Management's Alcoa position peaked at $1.07M in Q1 2026.
430 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.