CFM
AVB

Cornerstone Financial Management’s AvalonBay Communities AVB Stock Holding History

Cornerstone 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 		$5.09K Sell
27
-4
-13% -$723 ﹤0.01% 617
2026
Q1 		$5.06K Sell
31
-2
-6% -$349 ﹤0.01% 478
2025
Q4 		$5.98K Buy
+33
New +$5.99K 0.01% 385

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

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

Cornerstone Financial Management reduced its AvalonBay Communities (AVB) stake by 13% in Q2 2026, selling an estimated $723 and leaving 27 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Cornerstone Financial Management first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.98K in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Cornerstone Financial Management held 27 shares of AvalonBay Communities worth $5.09K as of Q2 2026.
  • Cornerstone Financial Management sold 4 AvalonBay Communities shares in Q2 2026, an estimated $723.
  • AvalonBay Communities made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #617 holding.
  • Cornerstone Financial Management first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's AvalonBay Communities position peaked at $5.98K in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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