EWA
AVAL icon

EverSource Wealth Advisors’s Grupo Aval AVAL Stock Holding History

EverSource Wealth Advisors’s Portfolio AVAL Stock Details AVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,937
Closed -$39.3K – 4401
2026
Q1 		$39.3K Buy
8,937
+637
+8% +$2.76K ﹤0.01% 2071
2025
Q4 		$33.6K Sell
8,300
-2,555
-24% -$10.3K ﹤0.01% 2025
2025
Q3 		$35.8K Sell
10,855
-1,219
-10% -$3.8K ﹤0.01% 1949
2025
Q2 		$33.9K Buy
+12,074
New +$33.1K ﹤0.01% 1886

Other funds holding AVAL

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's AVAL Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Grupo Aval (AVAL) in Q2 2026, closing a stake of 8,937 shares — an estimated $39.3K sold.

EverSource Wealth Advisors first reported a position in AVAL in Q2 2025 and held it in 4 quarters. The position peaked at $39.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold AVAL as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Grupo Aval position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 8,937 Grupo Aval shares in Q2 2026, an estimated $39.3K.
  • EverSource Wealth Advisors first reported a position in Grupo Aval in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Grupo Aval position peaked at $39.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Grupo Aval as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.