Summit Securities Group’s Alcoa AA Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-107,000	Closed	-$4.04M	–	760
2024 Q4	$4.04M	Buy	+107,000	New	+$4.45M	0.83%	26

Other funds holding AA

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

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

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

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Summit Securities Group's AA Position: Q3 2026 in Review

Summit Securities Group sold out of Alcoa (AA) in Q3 2026, closing a stake of 2,000 shares — an estimated $104K sold.

Summit Securities Group first reported a position in AA in Q4 2014 and held it in 7 quarters. The position peaked at $709K in Q4 2021. 296 funds tracked by Wall St. Rank hold AA as of Q3 2026.

Summit Securities Group reported no remaining Alcoa position as of Q3 2026 after selling out during the quarter.
Summit Securities Group sold 2,000 Alcoa shares in Q3 2026, an estimated $104K.
Summit Securities Group first reported a position in Alcoa in Q4 2014 and held it in 7 quarters.
Summit Securities Group's Alcoa position peaked at $709K in Q4 2021.
296 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.