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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

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 $3.37T 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
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

Summit Securities Group's AA Position: Q2 2026 in Review

Summit Securities Group opened a new position in Alcoa (AA) in Q2 2026: 2,000 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AA as recently as Q4 2024.

Summit Securities Group first reported a position in AA in Q4 2014 and has held it in 7 quarters since. The position peaked at $709K in Q4 2021. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Summit Securities Group held 2,000 shares of Alcoa worth $104K as of Q2 2026.
  • Alcoa was a new Summit Securities Group position in Q2 2026.
  • Alcoa made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #380 holding.
  • Summit Securities Group first reported a position in Alcoa in Q4 2014 and has held it in 7 quarters since.
  • Summit Securities Group's Alcoa position peaked at $709K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.