Sigma Planning Corp’s Alcoa AA Stock Holding History

Sigma Planning Corp’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	$1.19M	Buy	+22,913	New	+$1.53M	0.03%	534
2022 Q2	–	Sell	-5,826	Closed	-$525K	–	1289
2022 Q1	$525K	Sell	5,826 -7,846	-57%	-$570K	0.02%	824
2021 Q4	$815K	Sell	13,672 -30,454	-69%	-$1.53M	0.02%	628
2021 Q3	$2.16M	Buy	+44,126	New	+$1.86M	0.07%	308
2018 Q1	–	Sell	-4,503	Closed	-$243K	–	860
2017 Q4	$243K	Buy	4,503 +83	+2%	+$3.8K	0.02%	691
2017 Q3	$206K	Buy	+4,420	New	+$177K	0.02%	762
2016 Q3	–	Sell	-11,595	Closed	-$258K	–	744
2016 Q2	$258K	Sell	11,595 -529	-4%	-$12.4K	0.03%	529
2016 Q1	$279K	Sell	12,124 -1,990	-14%	-$40.5K	0.04%	476
2015 Q4	$335K	Sell	14,114 -514	-4%	-$11.5K	0.05%	418
2015 Q3	$340K	Buy	14,628 +2,080	+17%	+$48.7K	0.05%	397
2015 Q2	$336K	Buy	12,548 +318	+3%	+$9.86K	0.05%	454
2015 Q1	$380K	Buy	12,230 +165	+1%	+$5.93K	0.05%	445
2014 Q4	$458K	Buy	+12,065	New	+$468K	0.06%	350

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sigma Planning Corp's AA Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Alcoa (AA) in Q2 2026: 22,913 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #534 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in AA as recently as Q1 2022.

Sigma Planning Corp first reported a position in AA in Q4 2014 and has held it in 13 quarters since. The position peaked at $2.16M in Q3 2021. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Sigma Planning Corp held 22,913 shares of Alcoa worth $1.19M as of Q2 2026.
Alcoa was a new Sigma Planning Corp position in Q2 2026.
Alcoa made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #534 holding.
Sigma Planning Corp first reported a position in Alcoa in Q4 2014 and has held it in 13 quarters since.
Sigma Planning Corp's Alcoa position peaked at $2.16M in Q3 2021.
711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.