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Clark Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Clark Wealth Partners’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33K Buy
+7
New +$1.26K ﹤0.01% 464
2026
Q1 		– Sell
-7
Closed -$1.27K – 607
2025
Q4 		$1.27K Hold
7
– – ﹤0.01% 467
2025
Q3 		$1.27K Hold
7
– – ﹤0.01% 467
2025
Q2 		$1.42K Buy
7
+1
+17% +$204 ﹤0.01% 409
2025
Q1 		$1.29K Sell
6
-2
-25% -$434 ﹤0.01% 419
2024
Q4 		$1.76K Buy
+8
New +$1.81K ﹤0.01% 379

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clark Wealth Partners's AVB Position: Q2 2026 in Review

Clark Wealth Partners opened a new position in AvalonBay Communities (AVB) in Q2 2026: 7 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Clark Wealth Partners previously reported a position in AVB as recently as Q4 2025.

Clark Wealth Partners first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76K in Q4 2024. 696 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Clark Wealth Partners held 7 shares of AvalonBay Communities worth $1.33K as of Q2 2026.
  • AvalonBay Communities was a new Clark Wealth Partners position in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #464 holding.
  • Clark Wealth Partners first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's AvalonBay Communities position peaked at $1.76K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.