BFC Planning, Inc.’s Avnet AVT Stock Holding History

BFC Planning, Inc.’s Portfolio AVT Stock Details AVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17K	Sell	170 -205	-55%	-$18.7K	﹤0.01%	2125
2026 Q2	$33.3K	Hold	375	–	–	﹤0.01%	1757
2026 Q1	$23.1K	Sell	375 -500	-57%	-$29.7K	﹤0.01%	1645
2025 Q4	$42.1K	Sell	875 -75	-8%	-$3.69K	﹤0.01%	1438
2025 Q3	$49.7K	Hold	950	–	–	﹤0.01%	1185
2025 Q2	$50.4K	Hold	950	–	–	﹤0.01%	1125
2025 Q1	$45.7K	Sell	950 -50	-5%	-$2.53K	﹤0.01%	1143
2024 Q4	$52.3K	Buy	1,000 +500	+100%	+$27.1K	﹤0.01%	1090
2024 Q3	$27.2K	Buy	+500	New	+$26.3K	﹤0.01%	1326

Other funds holding AVT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

BFC Planning, Inc.'s AVT Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Avnet (AVT) stake by 55% in Q3 2026, selling an estimated $18.7K and leaving 170 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

BFC Planning, Inc. first reported a position in AVT in Q3 2024 and has held it in 9 quarters since. The position peaked at $52.3K in Q4 2024. 462 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

BFC Planning, Inc. held 170 shares of Avnet worth $17K as of Q3 2026.
BFC Planning, Inc. sold 205 Avnet shares in Q3 2026, an estimated $18.7K.
Avnet made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2125 holding.
BFC Planning, Inc. first reported a position in Avnet in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Avnet position peaked at $52.3K in Q4 2024.
462 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.