BFG
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Bleakley Financial Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Bleakley Financial Group’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.14M Buy
101,456
+78,356
+339% +$6.07M 0.1% 152
2026
Q1 		$1.67M Buy
+23,100
New +$1.71M 0.03% 422

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Bleakley Financial Group's AVMC Position: Q2 2026 in Review

Bleakley Financial Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 339% in Q2 2026, buying an estimated $6.07M and bringing the position to 101,456 shares worth $8.14M. The position accounts for 0.1% of the portfolio, ranked #152.

Bleakley Financial Group first reported a position in AVMC in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Bleakley Financial Group held 101,456 shares of Avantis US Mid Cap Equity ETF worth $8.14M as of Q2 2026.
  • Bleakley Financial Group bought 78,356 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $6.07M.
  • Avantis US Mid Cap Equity ETF made up 0.1% of Bleakley Financial Group's portfolio in Q2 2026, its #152 holding.
  • Bleakley Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.