JNBA Financial Advisors’s AvalonBay Communities AVB Stock Holding History

JNBA Financial Advisors’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	$567	Buy	+3	New	+$542	﹤0.01%	802
2026 Q1	–	Sell	-31	Closed	-$5.62K	–	827
2025 Q4	$5.62K	Hold	31	–	–	﹤0.01%	562
2025 Q3	$5.99K	Hold	31	–	–	﹤0.01%	540
2025 Q2	$6.31K	Hold	31	–	–	﹤0.01%	516
2025 Q1	$6.65K	Hold	31	–	–	﹤0.01%	504
2024 Q4	$6.82K	Hold	31	–	–	﹤0.01%	497
2024 Q3	$6.98K	Buy	+31	New	+$6.7K	﹤0.01%	503
2016 Q4	–	Sell	-7	Closed	-$1K	–	547
2016 Q3	$1K	Buy	+7	New	+$1.26K	﹤0.01%	1488
2014 Q4	–	Sell	-31	Closed	-$4K	–	551
2014 Q3	$4K	Buy	+31	New	+$4.6K	﹤0.01%	456

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

JNBA Financial Advisors's AVB Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in AvalonBay Communities (AVB) in Q2 2026: 3 shares worth $567. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in AVB as recently as Q4 2025.

JNBA Financial Advisors first reported a position in AVB in Q3 2014 and has held it in 9 quarters since. The position peaked at $6.98K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

JNBA Financial Advisors held 3 shares of AvalonBay Communities worth $567 as of Q2 2026.
AvalonBay Communities was a new JNBA Financial Advisors position in Q2 2026.
AvalonBay Communities made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #802 holding.
JNBA Financial Advisors first reported a position in AvalonBay Communities in Q3 2014 and has held it in 9 quarters since.
JNBA Financial Advisors's AvalonBay Communities position peaked at $6.98K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.