Allworth Financial’s AvalonBay Communities AVB Stock Holding History

Allworth Financial’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
2025 Q4	–	Hold	0	–	-$19.3K	–	5029
2025 Q3	–	Hold	0	–	–	–	2730

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allworth Financial's AVB Position: Q2 2026 in Review

Allworth Financial increased its AvalonBay Communities (AVB) stake by 16% in Q2 2026, buying an estimated $198K and bringing the position to 7,948 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #600.

Allworth Financial first reported a position in AVB in Q1 2015 and has held it in 46 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Allworth Financial held 7,948 shares of AvalonBay Communities worth $1.5M as of Q2 2026.
Allworth Financial bought 1,096 AvalonBay Communities shares in Q2 2026, an estimated $198K.
AvalonBay Communities made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #600 holding.
Allworth Financial first reported a position in AvalonBay Communities in Q1 2015 and has held it in 46 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.