YHB Investment Advisors’s Alcoa AA Stock Holding History

YHB Investment 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 Q3	$402K	Buy	9,569 +301	+3%	+$14.4K	0.03%	239
2026 Q2	$483K	Sell	9,268 -1,007	-10%	-$67.4K	0.03%	219
2026 Q1	$682K	Sell	10,275 -1,308	-11%	-$80.2K	0.05%	189
2025 Q4	$616K	Sell	11,583 -1,227	-10%	-$50.2K	0.04%	198
2025 Q3	$421K	Hold	12,810	–	–	0.03%	220
2025 Q2	$378K	Hold	12,810	–	–	0.03%	229
2025 Q1	$391K	Hold	12,810	–	–	0.03%	221
2024 Q4	$484K	Buy	12,810 +447	+4%	+$18.6K	0.04%	202
2024 Q3	$477K	Hold	12,363	–	–	0.04%	202
2024 Q2	$492K	Buy	+12,363	New	+$478K	0.04%	198

Other funds holding AA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

YHB Investment Advisors's AA Position: Q3 2026 in Review

YHB Investment Advisors increased its Alcoa (AA) stake by 3.2% in Q3 2026, buying an estimated $14.4K and bringing the position to 9,569 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #239.

YHB Investment Advisors first reported a position in AA in Q2 2024 and has held it in 10 quarters since. The position peaked at $682K in Q1 2026. 22 funds tracked by Wall St. Rank hold AA as of Q3 2026.

YHB Investment Advisors held 9,569 shares of Alcoa worth $402K as of Q3 2026.
YHB Investment Advisors bought 301 Alcoa shares in Q3 2026, an estimated $14.4K.
Alcoa made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #239 holding.
YHB Investment Advisors first reported a position in Alcoa in Q2 2024 and has held it in 10 quarters since.
YHB Investment Advisors's Alcoa position peaked at $682K in Q1 2026.
22 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.