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Bank of Marin’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bank of Marin’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,442
Closed -$270K – 136
2026
Q1 		$270K Buy
2,442
+98
+4% +$10.8K 0.2% 124
2025
Q4 		$239K Hold
2,344
– – 0.17% 125
2025
Q3 		$233K Buy
+2,344
New +$227K 0.16% 128

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Marin's AVUV Position: Q2 2026 in Review

Bank of Marin sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 2,442 shares — an estimated $270K sold.

Bank of Marin first reported a position in AVUV in Q3 2025 and held it in 3 quarters. The position peaked at $270K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Bank of Marin reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Marin sold 2,442 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $270K.
  • Bank of Marin first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Bank of Marin's Avantis US Small Cap Value ETF position peaked at $270K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.