Citizens Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Citizens Financial Group’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	$361K	Buy	2,891 +148	+5%	+$17.7K	﹤0.01%	778
2026 Q1	$303K	Buy	2,743 +6	+0.2%	+$661	﹤0.01%	686
2025 Q4	$279K	Buy	2,737 +9	+0.3%	+$900	﹤0.01%	685
2025 Q3	$272K	Sell	2,728 -84	-3%	-$8.13K	﹤0.01%	673
2025 Q2	$256K	Buy	2,812 +11	+0.4%	+$948	﹤0.01%	612
2025 Q1	$244K	Sell	2,801 -814	-23%	-$76.5K	﹤0.01%	544
2024 Q4	$349K	Buy	3,615 +16	+0.4%	+$1.59K	0.01%	453
2024 Q3	$345K	Buy	3,599 +628	+21%	+$58.7K	0.01%	440
2024 Q2	$267K	Buy	+2,971	New	+$269K	0.01%	463

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

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 Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citizens Financial Group's AVUV Position: Q2 2026 in Review

Citizens Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 2,891 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Citizens Financial Group first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Citizens Financial Group held 2,891 shares of Avantis US Small Cap Value ETF worth $361K as of Q2 2026.
Citizens Financial Group bought 148 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $17.7K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #778 holding.
Citizens Financial Group first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.