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BFC Planning, Inc.’s AvalonBay Communities AVB Stock Holding History

BFC Planning, Inc.’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 		$41.5K Hold
220
– – ﹤0.01% 1654
2026
Q1 		$35.9K Hold
220
– – ﹤0.01% 1475
2025
Q4 		$39.9K Hold
220
– – ﹤0.01% 1463
2025
Q3 		$42.5K Buy
+220
New +$42.8K ﹤0.01% 1255
2025
Q2 		– Sell
-208
Closed -$44.6K – 2674
2025
Q1 		$44.6K Hold
208
– – ﹤0.01% 1152
2024
Q4 		$45.8K Buy
+208
New +$47K ﹤0.01% 1138

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $195B AUM 21.17% 1-Year Est. Return

BFC Planning, Inc.'s AVB Position: Q2 2026 in Review

BFC Planning, Inc. held its AvalonBay Communities (AVB) position steady in Q2 2026 at 220 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

BFC Planning, Inc. first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.8K in Q4 2024. 759 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • BFC Planning, Inc. held 220 shares of AvalonBay Communities worth $41.5K as of Q2 2026.
  • BFC Planning, Inc. left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1654 holding.
  • BFC Planning, Inc. first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s AvalonBay Communities position peaked at $45.8K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.