Bleakley Financial Group
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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
Q3 		$8.23M Buy
107,960
+6,504
+6% +$517K 0.09% 168
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Bleakley Financial Group's AVMC Position: Q3 2026 in Review

Bleakley Financial Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 6.4% in Q3 2026, buying an estimated $517K and bringing the position to 107,960 shares worth $8.23M. The position accounts for 0.09% of the portfolio, ranked #168.

Bleakley Financial Group first reported a position in AVMC in Q1 2026 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

  • Bleakley Financial Group held 107,960 shares of Avantis US Mid Cap Equity ETF worth $8.23M as of Q3 2026.
  • Bleakley Financial Group bought 6,504 Avantis US Mid Cap Equity ETF shares in Q3 2026, an estimated $517K.
  • Avantis US Mid Cap Equity ETF made up 0.09% of Bleakley Financial Group's portfolio in Q3 2026, its #168 holding.
  • Bleakley Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.