Wedmont Private Capital AA — ALCOA CORP

Ownership history in Wedmont Private Capital  ·  4 quarters on record

AI Ownership Summary

Wedmont Private Capital reported ALCOA CORP (AA) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows AA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in ALCOA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AA stock page Wedmont Private Capital fund profile Wedmont Private Capital full holdings
How Wedmont Private Capital held AA — position size vs. price
% of Fund (quarterly)    AA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,517 +753 +9.7% 0.02% $611K 2026-04-09 $73.27
2025 Q4 ADDED — — — 7,764 +756 +10.8% 0.02% $487K 2026-01-08 $60.99
2025 Q3 ADDED — — — 7,008 +1,360 +24.1% 0.01% $249K 2025-10-08 $36.90
2024 Q4 INITIATED — — — 5,648 — — 0.01% $203K 2025-01-13 $35.95

🏢 Other funds also holding AA

As of 2026 Q1 — sorted by position size

Lesa Sroufe & Co 3Y 7Y 3.51% QSM Asset Management Ltd 2.85% Brendel Financial Advisors LLC 3Y 7Y 1.6% COOKSON PEIRCE & CO INC 3Y 7Y 1.57% ARGA Investment Management, LP 3Y 7Y 1.3% Hosking Partners LLP 3Y 7Y 1.23% Douglas Lane & Associates, LLC 3Y 7Y 0.9% Fluent Financial, LLC 3Y 7Y 0.81% Wesleyan Assurance Society 3Y 0.79% BW Gestao de Investimentos Ltda. 3Y 7Y 0.67%

FAQ About Wedmont Private Capital and AA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning AA?

Wedmont Private Capital reported AA across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AA position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for AA was 0.02% in 2026 Q1.

What is the latest reported AA position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 8,517 shares, equal to 0.02% of portfolio, with an estimated market value of $611K.

What does the chart on this AA ownership page compare?

The chart compares Wedmont Private Capital's quarterly AA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wedmont Private Capital time their AA position?

Based on 13F filing dates vs. subsequent AA price moves, Wedmont Private Capital correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AA relative to SPY over the holding period was +281.0%.

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