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Sowell Financial Services’s Alcoa AA Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-15,374
Closed -$454K – 1069
2025
Q2 		$454K Buy
+15,374
New +$415K 0.02% 638
2024
Q4 		– Sell
-12,322
Closed -$475K – 506
2024
Q3 		$475K Buy
+12,322
New +$420K 0.02% 448
2021
Q2 		– Sell
-7,375
Closed -$294K – 516
2021
Q1 		$294K Buy
7,375
+6,093
+475% +$154K 0.01% 853
2020
Q4 		$30K Hold
1,282
– – ﹤0.01% 1574
2020
Q3 		$15K Buy
1,282
+100
+8% +$1.34K ﹤0.01% 1665
2020
Q2 		$13K Hold
1,182
– – ﹤0.01% 1588
2020
Q1 		$7K Sell
1,182
-7,135
-86% -$97.9K ﹤0.01% 1698
2019
Q4 		$179K Buy
8,317
+8,036
+2,860% +$166K 0.01% 750
2019
Q3 		$6K Buy
+281
New +$5.84K ﹤0.01% 1676
2017
Q1 		– Sell
-121
Closed -$5K – 253
2016
Q4 		$5K Buy
+121
New +$3.29K ﹤0.01% 531

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's AA Position: Q3 2025 in Review

Sowell Financial Services sold out of Alcoa (AA) in Q3 2025, closing a stake of 15,374 shares — an estimated $454K sold.

Sowell Financial Services first reported a position in AA in Q4 2016 and held it in 10 quarters. The position peaked at $475K in Q3 2024. 516 funds tracked by Wall St. Rank hold AA as of Q3 2025.

  • Sowell Financial Services reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 15,374 Alcoa shares in Q3 2025, an estimated $454K.
  • Sowell Financial Services first reported a position in Alcoa in Q4 2016 and held it in 10 quarters.
  • Sowell Financial Services's Alcoa position peaked at $475K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.