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Baker Boyer National Bank’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Baker Boyer National Bank’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 		$309K Buy
+3,385
New +$297K 0.08% 70

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FWP
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PHWA
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AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Baker Boyer National Bank's AVLV Position: Q2 2026 in Review

Baker Boyer National Bank opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 3,385 shares worth $309K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings.

296 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Baker Boyer National Bank held 3,385 shares of Avantis US Large Cap Value ETF worth $309K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Baker Boyer National Bank position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.08% of Baker Boyer National Bank's portfolio in Q2 2026, its #70 holding.
  • 296 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.