Mendota Financial Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Mendota Financial Group’s Portfolio AVMC Stock Details AVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.28M	Sell	82,318 -6,596	-7%	-$524K	3.89%	10
2026 Q2	$7.14M	Buy	88,914 +20,409	+30%	+$1.58M	4.42%	10
2026 Q1	$4.95M	Buy	68,505 +4,557	+7%	+$337K	3.67%	11
2025 Q4	$4.52M	Buy	63,948 +18,052	+39%	+$1.26M	3.29%	11
2025 Q3	$3.19M	Buy	45,896 +9,017	+24%	+$616K	2.38%	12
2025 Q2	$2.44M	Buy	36,879 +10,695	+41%	+$667K	2.31%	11
2025 Q1	$1.62M	Buy	+26,184	New	+$1.71M	1.76%	13

Other funds holding AVMC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Mendota Financial Group's AVMC Position: Q3 2026 in Review

Mendota Financial Group reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 7.4% in Q3 2026, selling an estimated $524K and leaving 82,318 shares worth $6.28M. The position accounts for 3.89% of the portfolio, ranked #10.

Mendota Financial Group first reported a position in AVMC in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.14M in Q2 2026. 6 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

Mendota Financial Group held 82,318 shares of Avantis US Mid Cap Equity ETF worth $6.28M as of Q3 2026.
Mendota Financial Group sold 6,596 Avantis US Mid Cap Equity ETF shares in Q3 2026, an estimated $524K.
Avantis US Mid Cap Equity ETF made up 3.89% of Mendota Financial Group's portfolio in Q3 2026, its #10 holding.
Mendota Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 7 quarters since.
Mendota Financial Group's Avantis US Mid Cap Equity ETF position peaked at $7.14M in Q2 2026.
6 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.