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Smallwood Wealth Investment Management’s Alcoa AA Stock Holding History

Smallwood Wealth Investment 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
Q2 		$11.6K Hold
222
– – 0.01% 322
2026
Q1 		$14.7K Hold
222
– – 0.01% 287
2025
Q4 		$11.8K Hold
222
– – 0.01% 299
2025
Q3 		$7.3K Hold
222
– – ﹤0.01% 336
2025
Q2 		$6.55K Sell
222
-475
-68% -$12.8K ﹤0.01% 341
2025
Q1 		$21.3K Buy
+697
New +$24.4K 0.01% 250

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Smallwood Wealth Investment Management's AA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Alcoa (AA) position steady in Q2 2026 at 222 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #322.

Smallwood Wealth Investment Management first reported a position in AA in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.3K in Q1 2025. 204 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Smallwood Wealth Investment Management held 222 shares of Alcoa worth $11.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #322 holding.
  • Smallwood Wealth Investment Management first reported a position in Alcoa in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Alcoa position peaked at $21.3K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.