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Summit Trail Advisors’s Alcoa AA Stock Holding History

Summit Trail Advisors’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
Q1 		$1.37M Buy
20,594
+4,247
+26% +$261K 0.02% 775
2025
Q4 		$869K Sell
16,347
-73
-0.4% -$2.99K 0.02% 882
2025
Q3 		$540K Buy
+16,420
New +$511K 0.01% 1058
2024
Q4 		– Sell
-10,019
Closed -$387K – 391
2024
Q3 		$387K Buy
10,019
+530
+6% +$18.1K 0.01% 473
2024
Q2 		$377K Buy
+9,489
New +$367K 0.01% 433
2018
Q1 		– Sell
-458
Closed -$24K – 415
2017
Q4 		$24K Buy
+458
New +$20.9K ﹤0.01% 990

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's AA Position: Q1 2026 in Review

Summit Trail Advisors increased its Alcoa (AA) stake by 26% in Q1 2026, buying an estimated $261K and bringing the position to 20,594 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #775.

Summit Trail Advisors first reported a position in AA in Q4 2017 and has held it in 6 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Summit Trail Advisors held 20,594 shares of Alcoa worth $1.37M as of Q1 2026.
  • Summit Trail Advisors bought 4,247 Alcoa shares in Q1 2026, an estimated $261K.
  • Alcoa made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #775 holding.
  • Summit Trail Advisors first reported a position in Alcoa in Q4 2017 and has held it in 6 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.