UFF
AA icon

USA Financial Formulas’s Alcoa AA Stock Holding History

USA Financial Formulas’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 		$214K Buy
+3,233
New +$198K 0.04% 107
2023
Q4 		– Sell
-7
Closed -$203 – 334
2023
Q3 		$203 Hold
7
– – ﹤0.01% 487
2023
Q2 		$238 Hold
7
– – ﹤0.01% 478
2023
Q1 		$298 Buy
+7
New +$337 ﹤0.01% 405
2022
Q3 		$0 Hold
7
– – ﹤0.01% 290
2022
Q2 		$0 Hold
7
– – ﹤0.01% 320
2022
Q1 		$1K Buy
+7
New +$508 ﹤0.01% 258
2015
Q1 		– Sell
-48,067
Closed -$1.82M – 177
2014
Q4 		$1.82M Buy
+48,067
New +$1.86M 0.63% 64

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

USA Financial Formulas's AA Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Alcoa (AA) in Q1 2026: 3,233 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in AA as recently as Q3 2023.

USA Financial Formulas first reported a position in AA in Q4 2014 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2014. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • USA Financial Formulas held 3,233 shares of Alcoa worth $214K as of Q1 2026.
  • Alcoa was a new USA Financial Formulas position in Q1 2026.
  • Alcoa made up 0.04% of USA Financial Formulas's portfolio in Q1 2026, its #107 holding.
  • USA Financial Formulas first reported a position in Alcoa in Q4 2014 and has held it in 8 quarters since.
  • USA Financial Formulas's Alcoa position peaked at $1.82M in Q4 2014.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.