Atala Financial’s Avnet AVT Stock Holding History

Atala Financial’s Portfolio AVT Stock Details AVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$344K	Buy	5,488 +104	+2%	+$6.19K	0.23%	89
2025 Q4	$259K	Hold	5,384	–	–	0.17%	106
2025 Q3	$281K	Hold	5,384	–	–	0.18%	105
2025 Q2	$286K	Hold	5,384	–	–	0.2%	102
2025 Q1	$259K	Hold	5,384	–	–	0.19%	100
2024 Q4	$282K	Buy	+5,384	New	+$292K	0.2%	99

Other funds holding AVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atala Financial's AVT Position: Q1 2026 in Review

Atala Financial increased its Avnet (AVT) stake by 1.9% in Q1 2026, buying an estimated $6.19K and bringing the position to 5,488 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #89.

Atala Financial first reported a position in AVT in Q4 2024 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

Atala Financial held 5,488 shares of Avnet worth $344K as of Q1 2026.
Atala Financial bought 104 Avnet shares in Q1 2026, an estimated $6.19K.
Avnet made up 0.23% of Atala Financial's portfolio in Q1 2026, its #89 holding.
Atala Financial first reported a position in Avnet in Q4 2024 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.