AW
ACT icon

Avion Wealth’s Enact Holdings ACT Stock Holding History

Avion Wealth’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3K Buy
78
+18
+30% +$860 ﹤0.01% 891
2026
Q2 		$2K Hold
60
– – ﹤0.01% 1017
2026
Q1 		$2K Hold
60
– – ﹤0.01% 832
2025
Q4 		$2K Hold
60
– – ﹤0.01% 828
2025
Q3 		$2K Buy
60
+15
+33% +$557 ﹤0.01% 817
2025
Q2 		$1K Buy
+45
New +$1.6K ﹤0.01% 882

Other funds holding ACT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Avion Wealth's ACT Position: Q3 2026 in Review

Avion Wealth increased its Enact Holdings (ACT) stake by 30% in Q3 2026, buying an estimated $860 and bringing the position to 78 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Avion Wealth first reported a position in ACT in Q2 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold ACT as of Q3 2026.

  • Avion Wealth held 78 shares of Enact Holdings worth $3K as of Q3 2026.
  • Avion Wealth bought 18 Enact Holdings shares in Q3 2026, an estimated $860.
  • Enact Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #891 holding.
  • Avion Wealth first reported a position in Enact Holdings in Q2 2025 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held Enact Holdings as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.