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Allegiance Financial Group Advisory Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Buy
5,577
+12
+0.2% +$1.04K 0.09% 89
2026
Q1 		$432K Buy
5,565
+202
+4% +$16.2K 0.09% 92
2025
Q4 		$422K Buy
5,363
+334
+7% +$25.9K 0.09% 89
2025
Q3 		$385K Buy
5,029
+279
+6% +$20.6K 0.09% 82
2025
Q2 		$337K Buy
+4,750
New +$312K 0.09% 92
2025
Q1 		– Sell
-3,073
Closed -$208K – 142
2024
Q4 		$208K Buy
+3,073
New +$210K 0.07% 99

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allegiance Financial Group Advisory Services's AVLC Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.22% in Q2 2026, buying an estimated $1.04K and bringing the position to 5,577 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #89.

Allegiance Financial Group Advisory Services first reported a position in AVLC in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 5,577 shares of Avantis US Large Cap Equity ETF worth $502K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 12 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.04K.
  • Avantis US Large Cap Equity ETF made up 0.09% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #89 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.