Compass Financial Management’s AvalonBay Communities AVB Stock Holding History

Compass Financial Management’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	$189	Buy	+1	New	+$181	﹤0.01%	1487

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compass Financial Management's AVB Position: Q2 2026 in Review

Compass Financial Management opened a new position in AvalonBay Communities (AVB) in Q2 2026: 1 share worth $189. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

696 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Compass Financial Management held 1 share of AvalonBay Communities worth $189 as of Q2 2026.
AvalonBay Communities was a new Compass Financial Management position in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1487 holding.
696 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.