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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
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

Allworth Financial's AVB Position: Q1 2026 in Review

Allworth Financial reduced its AvalonBay Communities (AVB) stake by 0.38% in Q1 2026, selling an estimated $4.54K and leaving 6,852 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Allworth Financial first reported a position in AVB in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.31M in Q2 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Allworth Financial held 6,852 shares of AvalonBay Communities worth $1.12M as of Q1 2026.
  • Allworth Financial sold 26 AvalonBay Communities shares in Q1 2026, an estimated $4.54K.
  • AvalonBay Communities made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #676 holding.
  • Allworth Financial first reported a position in AvalonBay Communities in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's AvalonBay Communities position peaked at $1.31M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.