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Confluence Investment Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Confluence Investment Management’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,458
Closed -$272K – 286
2025
Q4 		$272K Buy
+3,458
New +$268K ﹤0.01% 270

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Confluence Investment Management's AVLC Position: Q1 2026 in Review

Confluence Investment Management sold out of Avantis US Large Cap Equity ETF (AVLC) in Q1 2026, closing a stake of 3,458 shares — an estimated $272K sold.

Confluence Investment Management first reported a position in AVLC in Q4 2025 and held it in 1 quarter. The position peaked at $272K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Confluence Investment Management reported no remaining Avantis US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Confluence Investment Management sold 3,458 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $272K.
  • Confluence Investment Management first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Confluence Investment Management's Avantis US Large Cap Equity ETF position peaked at $272K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Confluence Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.