First Citizens Bank & Trust’s Avantis US Small Cap Value ETF AVUV Stock Holding History

First Citizens Bank & Trust’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.6M	Buy	429,436 +18,960	+5%	+$2.26M	0.8%	20
2026 Q1	$45.3M	Sell	410,476 -42,610	-9%	-$4.69M	0.96%	17
2025 Q4	$46.2M	Buy	453,086 +8,229	+2%	+$823K	0.96%	18
2025 Q3	$44.3M	Sell	444,857 -30,535	-6%	-$2.95M	0.95%	18
2025 Q2	$43.3M	Buy	+475,392	New	+$41M	0.78%	17

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

First Citizens Bank & Trust's AVUV Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.6% in Q2 2026, buying an estimated $2.26M and bringing the position to 429,436 shares worth $53.6M. The position accounts for 0.8% of the portfolio, ranked #20.

First Citizens Bank & Trust first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

First Citizens Bank & Trust held 429,436 shares of Avantis US Small Cap Value ETF worth $53.6M as of Q2 2026.
First Citizens Bank & Trust bought 18,960 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.26M.
Avantis US Small Cap Value ETF made up 0.8% of First Citizens Bank & Trust's portfolio in Q2 2026, its #20 holding.
First Citizens Bank & Trust first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.