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Alcoa shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Alcoa (AA) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Alcoa

Tip: Access up to 7 years of quarterly data

All positions including Alcoa held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alcoa by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.2k 100 52.14

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Alcoa

BlackRock
Eagle Capital Management
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Susquehanna International
AQR Capital Management
Jane Street
Morgan Stanley
D. E. Shaw & Co
Invesco
Citadel Advisors

View all funds holding Alcoa