LFG
AVB

Larson Financial Group’s AvalonBay Communities AVB Stock Holding History

Larson Financial Group’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 		$94.4K Sell
500
-1,005
-67% -$182K ﹤0.01% 1220
2026
Q1 		$246K Sell
1,505
-50
-3% -$8.74K 0.01% 659
2025
Q4 		$282K Sell
1,555
-348
-18% -$63.1K 0.01% 620
2025
Q3 		$368K Sell
1,903
-877
-32% -$171K 0.01% 553
2025
Q2 		$566K Buy
2,780
+281
+11% +$57.5K 0.02% 402
2025
Q1 		$536K Buy
2,499
+577
+30% +$125K 0.03% 393
2024
Q4 		$423K Buy
1,922
+369
+24% +$83.3K 0.02% 398
2024
Q3 		$350K Buy
1,553
+1,499
+2,776% +$324K 0.02% 429
2024
Q2 		$11.2K Sell
54
-991
-95% -$192K ﹤0.01% 1223
2024
Q1 		$194K Buy
1,045
+580
+125% +$104K 0.02% 414
2023
Q4 		$87.1K Hold
465
– – 0.01% 521
2023
Q3 		$79.9K Buy
+465
New +$86K 0.01% 501

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Larson Financial Group's AVB Position: Q2 2026 in Review

Larson Financial Group reduced its AvalonBay Communities (AVB) stake by 67% in Q2 2026, selling an estimated $182K and leaving 500 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Larson Financial Group first reported a position in AVB in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q2 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Larson Financial Group held 500 shares of AvalonBay Communities worth $94.4K as of Q2 2026.
  • Larson Financial Group sold 1,005 AvalonBay Communities shares in Q2 2026, an estimated $182K.
  • AvalonBay Communities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1220 holding.
  • Larson Financial Group first reported a position in AvalonBay Communities in Q3 2023 and has held it in 12 quarters since.
  • Larson Financial Group's AvalonBay Communities position peaked at $566K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.