AFG
AVB icon

Albion Financial Group’s AvalonBay Communities AVB Stock Holding History

Albion Financial Group’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63K Buy
10
+4
+67% +$699 ﹤0.01% 584
2025
Q4 		$1.09K Hold
6
– – ﹤0.01% 589
2025
Q3 		$1.16K Hold
6
– – ﹤0.01% 590
2025
Q2 		$1.22K Hold
6
– – ﹤0.01% 512
2025
Q1 		$1.29K Hold
6
– – ﹤0.01% 516
2024
Q4 		$1.32K Buy
+6
New +$1.35K ﹤0.01% 591

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Albion Financial Group's AVB Position: Q1 2026 in Review

Albion Financial Group increased its AvalonBay Communities (AVB) stake by 67% in Q1 2026, buying an estimated $699 and bringing the position to 10 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Albion Financial Group first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Albion Financial Group held 10 shares of AvalonBay Communities worth $1.63K as of Q1 2026.
  • Albion Financial Group bought 4 AvalonBay Communities shares in Q1 2026, an estimated $699.
  • AvalonBay Communities made up ﹤0.01% of Albion Financial Group's portfolio in Q1 2026, its #584 holding.
  • Albion Financial Group first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.