First National Bank Sioux Falls’s Avantis US Large Cap Value ETF AVLV Stock Holding History

First National Bank Sioux Falls’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	$19M	Hold	225,021	–	–	5.21%	5
2026 Q1	$19M	Buy	225,021 +11,403	+5%	+$925K	5.21%	5
2025 Q4	$16.2M	Buy	213,618 +2,363	+1%	+$174K	4.85%	5
2025 Q3	$15.3M	Buy	211,255 +2,949	+1%	+$208K	4.76%	5
2025 Q2	$14.2M	Buy	208,306 +9,840	+5%	+$634K	5.21%	4
2025 Q1	$12.9M	Buy	198,466 +21,604	+12%	+$1.46M	5.24%	4
2024 Q4	$11.8M	Buy	176,862 +19,181	+12%	+$1.31M	5.03%	4
2024 Q3	$10.4M	Buy	157,681 +21,818	+16%	+$1.39M	4.72%	4
2024 Q2	$8.54M	Buy	135,863 +15,047	+12%	+$943K	4.43%	4
2024 Q1	$7.76M	Buy	120,816 +21,259	+21%	+$1.27M	4.24%	5
2023 Q4	$5.75M	Buy	99,557 +21,551	+28%	+$1.16M	2.95%	7
2023 Q3	$4.11M	Buy	78,006 +21,205	+37%	+$1.15M	2.46%	8
2023 Q2	$3.03M	Buy	56,801 +13,966	+33%	+$713K	1.92%	13
2023 Q1	$2.19M	Buy	42,835 +27,239	+175%	+$1.41M	1.52%	13
2022 Q4	$783K	Buy	15,596 +5,489	+54%	+$275K	0.57%	40
2022 Q3	$449K	Buy	10,107 +3,760	+59%	+$182K	0.47%	58
2022 Q2	$293K	Buy	+6,347	New	+$323K	0.37%	85

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

First National Bank Sioux Falls's AVLV Position: Q2 2026 in Review

First National Bank Sioux Falls held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 225,021 shares worth $19M. The position accounts for 5.21% of the portfolio, ranked #5.

First National Bank Sioux Falls first reported a position in AVLV in Q2 2022 and has held it in 17 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

First National Bank Sioux Falls held 225,021 shares of Avantis US Large Cap Value ETF worth $19M as of Q2 2026.
First National Bank Sioux Falls left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 5.21% of First National Bank Sioux Falls's portfolio in Q2 2026, its #5 holding.
First National Bank Sioux Falls first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on First National Bank Sioux Falls's 13F filing for Q2 2026, filed 24 Jul 2026.