IFWM
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Institute for Wealth Management’s Avis CAR Stock Holding History

Institute for Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95K Buy
+27
New +$5.94K ﹤0.01% 1489

Other funds holding CAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Institute for Wealth Management's CAR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Avis (CAR) in Q2 2026: 27 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings.

138 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

  • Institute for Wealth Management held 27 shares of Avis worth $3.95K as of Q2 2026.
  • Avis was a new Institute for Wealth Management position in Q2 2026.
  • Avis made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1489 holding.
  • 138 funds tracked by Wall St. Rank held Avis as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.