Mark Sheptoff Financial Planning’s AEVEX Corp AVEX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AVEX Stock Details AVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Buy	+8,150	New	+$212K	0.09%	106

Other funds holding AVEX

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's AVEX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in AEVEX Corp (AVEX) in Q2 2026: 8,150 shares worth $170K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings.

147 funds tracked by Wall St. Rank hold AVEX as of Q2 2026.

Mark Sheptoff Financial Planning held 8,150 shares of AEVEX Corp worth $170K as of Q2 2026.
AEVEX Corp was a new Mark Sheptoff Financial Planning position in Q2 2026.
AEVEX Corp made up 0.09% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #106 holding.
147 funds tracked by Wall St. Rank held AEVEX Corp as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.