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Eastern Bank’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Eastern Bank’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
+11,294
New +$992K 0.02% 203

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eastern Bank's AVLV Position: Q2 2026 in Review

Eastern Bank opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 11,294 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #203 among its holdings.

106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Eastern Bank held 11,294 shares of Avantis US Large Cap Value ETF worth $1.03M as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Eastern Bank position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.02% of Eastern Bank's portfolio in Q2 2026, its #203 holding.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.