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Sequoia Financial Advisors’s Alcoa AA Stock Holding History

Sequoia Financial Advisors’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 		$467K Buy
8,964
+2,706
+43% +$181K ﹤0.01% 1384
2026
Q1 		$415K Buy
6,258
+746
+14% +$45.8K ﹤0.01% 1384
2025
Q4 		$293K Buy
+5,512
New +$226K ﹤0.01% 1580
2023
Q2 		– Sell
-16,371
Closed -$697K – 969
2023
Q1 		$697K Buy
+16,371
New +$789K 0.02% 382

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's AA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Alcoa (AA) stake by 43% in Q2 2026, buying an estimated $181K and bringing the position to 8,964 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Sequoia Financial Advisors first reported a position in AA in Q1 2023 and has held it in 4 quarters since. The position peaked at $697K in Q1 2023. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Sequoia Financial Advisors held 8,964 shares of Alcoa worth $467K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,706 Alcoa shares in Q2 2026, an estimated $181K.
  • Alcoa made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1384 holding.
  • Sequoia Financial Advisors first reported a position in Alcoa in Q1 2023 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Alcoa position peaked at $697K in Q1 2023.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.