Allegiance Financial Group Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History
Bought
Maintained
Sold
Other funds holding AVLV
FWP
Allegiance Financial Group Advisory Services's AVLV Position: Q2 2026 in Review
Allegiance Financial Group Advisory Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 7% in Q2 2026, buying an estimated $3.87M and bringing the position to 676,877 shares worth $61.7M. The position accounts for 10.69% of the portfolio, ranked #2.
Allegiance Financial Group Advisory Services first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.
- Allegiance Financial Group Advisory Services held 676,877 shares of Avantis US Large Cap Value ETF worth $61.7M as of Q2 2026.
- Allegiance Financial Group Advisory Services bought 44,092 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $3.87M.
- Avantis US Large Cap Value ETF made up 10.69% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #2 holding.
- Allegiance Financial Group Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
- 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.
Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.