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SVB Wealth’s Alcoa AA Stock Holding History

SVB Wealth’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
Q2 		– Sell
-4,484
Closed -$137K – 421
2025
Q1 		$137K Buy
+4,484
New +$157K 0.01% 360

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's AA Position: Q2 2025 in Review

SVB Wealth sold out of Alcoa (AA) in Q2 2025, closing a stake of 4,484 shares — an estimated $137K sold.

SVB Wealth first reported a position in AA in Q1 2025 and held it in 1 quarter. The position peaked at $137K in Q1 2025. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • SVB Wealth reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 4,484 Alcoa shares in Q2 2025, an estimated $137K.
  • SVB Wealth first reported a position in Alcoa in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Alcoa position peaked at $137K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.