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Wood Tarver Financial Group’s Alcoa AA Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-118
Closed -$3K – 152
2025
Q2 		$3K Hold
118
– – ﹤0.01% 489
2025
Q1 		$3.6K Hold
118
– – ﹤0.01% 486
2024
Q4 		$4K Buy
+118
New +$4.9K ﹤0.01% 453

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wood Tarver Financial Group's AA Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Alcoa (AA) in Q3 2025, closing a stake of 118 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in AA in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q4 2024. 514 funds tracked by Wall St. Rank hold AA as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 118 Alcoa shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Alcoa in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Alcoa position peaked at $4K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.