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Twin Peaks Wealth Advisors’s Alcoa AA Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-156
Closed -$10.3K – 228
2026
Q1 		$10.3K Buy
+156
New +$9.57K ﹤0.01% 1050
2025
Q3 		– Sell
-10
Closed -$314 – 166
2025
Q2 		$314 Buy
+10
New +$270 ﹤0.01% 1988

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

Twin Peaks Wealth Advisors's AA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Alcoa (AA) in Q2 2026, closing a stake of 156 shares — an estimated $10.3K sold.

Twin Peaks Wealth Advisors first reported a position in AA in Q2 2025 and held it in 2 quarters. The position peaked at $10.3K in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 156 Alcoa shares in Q2 2026, an estimated $10.3K.
  • Twin Peaks Wealth Advisors first reported a position in Alcoa in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Alcoa position peaked at $10.3K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.