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Planning Strategies Inc.’s Alcoa AA Stock Holding History

Planning Strategies Inc.’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 		$313 Buy
+6
New +$402 ﹤0.01% 943

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s AA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Alcoa (AA) in Q2 2026: 6 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

173 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Planning Strategies Inc. held 6 shares of Alcoa worth $313 as of Q2 2026.
  • Alcoa was a new Planning Strategies Inc. position in Q2 2026.
  • Alcoa made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #943 holding.
  • 173 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.