Golden State Wealth Management’s AvalonBay Communities AVB Stock Holding History

Golden State Wealth Management’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	$13.9K	Hold	73	–	–	﹤0.01%	1033
2026 Q1	$12K	Sell	73 -245	-77%	-$42.8K	﹤0.01%	1051
2025 Q4	$57.8K	Sell	318 -23	-7%	-$4.17K	0.01%	655
2025 Q3	$66K	Buy	341 +245	+255%	+$47.7K	0.01%	606
2025 Q2	$19.7K	Buy	96 +77	+405%	+$15.7K	﹤0.01%	887
2025 Q1	$4.2K	Sell	19 -3	-14%	-$651	﹤0.01%	1205
2024 Q4	$4.96K	Buy	+22	New	+$4.97K	﹤0.01%	1123
2020 Q2	–	Sell	-69	Closed	-$10K	–	251
2020 Q1	$10K	Buy	+69	New	+$13.9K	﹤0.01%	617
2019 Q4	–	Sell	-69	Closed	-$15K	–	114
2019 Q3	$15K	Hold	69	–	–	﹤0.01%	662
2019 Q2	$14K	Hold	69	–	–	﹤0.01%	675
2019 Q1	$14K	Buy	+69	New	+$13.2K	﹤0.01%	698

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Golden State Wealth Management's AVB Position: Q2 2026 in Review

Golden State Wealth Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 73 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Golden State Wealth Management first reported a position in AVB in Q1 2019 and has held it in 11 quarters since. The position peaked at $66K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Golden State Wealth Management held 73 shares of AvalonBay Communities worth $13.9K as of Q2 2026.
Golden State Wealth Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1033 holding.
Golden State Wealth Management first reported a position in AvalonBay Communities in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's AvalonBay Communities position peaked at $66K in Q3 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.