Johnson Financial Group Inc (Wisconsin)’s AvalonBay Communities AVB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-6	Closed	-$991	–	825
2026 Q1	$991	Hold	6	–	–	﹤0.01%	857
2025 Q4	$1.1K	Hold	6	–	–	﹤0.01%	888
2025 Q3	$1.17K	Buy	+6	New	+$1.17K	﹤0.01%	999
2023 Q1	–	Sell	-8	Closed	-$1.3K	–	622
2022 Q4	$1.3K	Hold	8	–	–	﹤0.01%	586
2022 Q3	$1K	Buy	+8	New	+$1.61K	﹤0.01%	600
2019 Q4	–	Sell	-26	Closed	-$6K	–	514
2019 Q3	$6K	Buy	+26	New	+$5.43K	﹤0.01%	468
2018 Q4	–	Sell	-10	Closed	-$2K	–	525
2018 Q3	$2K	Buy	+10	New	+$1.79K	﹤0.01%	512
2017 Q1	–	Sell	-7	Closed	-$1K	–	646
2016 Q4	$1K	Hold	7	–	–	﹤0.01%	650
2016 Q3	$1K	Hold	7	–	–	﹤0.01%	696
2016 Q2	$1K	Hold	7	–	–	﹤0.01%	742
2016 Q1	$1K	Hold	7	–	–	﹤0.01%	714
2015 Q4	$1K	Sell	7 -16	-70%	-$2.86K	﹤0.01%	749
2015 Q3	$4K	Buy	23 +16	+229%	+$2.71K	﹤0.01%	715
2015 Q2	$1K	Hold	7	–	–	﹤0.01%	858
2015 Q1	$1K	Hold	7	–	–	﹤0.01%	808
2014 Q4	$1K	Hold	7	–	–	﹤0.01%	770
2014 Q3	$1K	Sell	7 -252	-97%	-$37.4K	﹤0.01%	727
2014 Q2	$37K	Hold	259	–	–	0.01%	491
2014 Q1	$34K	Hold	259	–	–	0.01%	453
2013 Q4	$31K	Buy	+259	New	+$31.9K	0.01%	455

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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s AVB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 6 shares — an estimated $991 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AVB in Q4 2013 and held it in 20 quarters. The position peaked at $37K in Q2 2014. 756 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 6 AvalonBay Communities shares in Q2 2026, an estimated $991.
Johnson Financial Group Inc (Wisconsin) first reported a position in AvalonBay Communities in Q4 2013 and held it in 20 quarters.
Johnson Financial Group Inc (Wisconsin)'s AvalonBay Communities position peaked at $37K in Q2 2014.
756 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.