AFG
AVB

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
Q2 		$1.13K Sell
6
-4
-40% -$723 ﹤0.01% 592
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Albion Financial Group's AVB Position: Q2 2026 in Review

Albion Financial Group reduced its AvalonBay Communities (AVB) stake by 40% in Q2 2026, selling an estimated $723 and leaving 6 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Albion Financial Group first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Albion Financial Group held 6 shares of AvalonBay Communities worth $1.13K as of Q2 2026.
  • Albion Financial Group sold 4 AvalonBay Communities shares in Q2 2026, an estimated $723.
  • AvalonBay Communities made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #592 holding.
  • Albion Financial Group first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's AvalonBay Communities position peaked at $1.63K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.