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Atlantic Union Bankshares’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atlantic Union Bankshares’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Hold
1,756
– – ﹤0.01% 670
2026
Q1 		$142K Buy
1,756
+494
+39% +$40.1K ﹤0.01% 658
2025
Q4 		$95.6K Buy
1,262
+927
+277% +$68.2K ﹤0.01% 758
2025
Q3 		$24.2K Buy
+335
New +$23.7K ﹤0.01% 1092

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Atlantic Union Bankshares's AVLV Position: Q2 2026 in Review

Atlantic Union Bankshares held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 1,756 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Atlantic Union Bankshares first reported a position in AVLV in Q3 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Atlantic Union Bankshares held 1,756 shares of Avantis US Large Cap Value ETF worth $160K as of Q2 2026.
  • Atlantic Union Bankshares left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #670 holding.
  • Atlantic Union Bankshares first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.