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Greenleaf Trust’s AvePoint AVPT Stock Holding History

Greenleaf Trust’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
+10,912
New +$112K ﹤0.01% 859

Other funds holding AVPT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Greenleaf Trust's AVPT Position: Q2 2026 in Review

Greenleaf Trust opened a new position in AvePoint (AVPT) in Q2 2026: 10,912 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

21 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Greenleaf Trust held 10,912 shares of AvePoint worth $122K as of Q2 2026.
  • AvePoint was a new Greenleaf Trust position in Q2 2026.
  • AvePoint made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #859 holding.
  • 21 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.