Nations Financial Group
AVUV icon

Nations Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Nations Financial Group’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.07M Buy
26,098
+16,501
+172% +$2.06M 0.15% 152
2026
Q2 		$1.2M Buy
+9,597
New +$1.14M 0.06% 337

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Morgan Stanley
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Focus Partners Advisor Solutions
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Nations Financial Group's AVUV Position: Q3 2026 in Review

Nations Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 172% in Q3 2026, buying an estimated $2.06M and bringing the position to 26,098 shares worth $3.07M. The position accounts for 0.15% of the portfolio, ranked #152.

Nations Financial Group first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Nations Financial Group held 26,098 shares of Avantis US Small Cap Value ETF worth $3.07M as of Q3 2026.
  • Nations Financial Group bought 16,501 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $2.06M.
  • Avantis US Small Cap Value ETF made up 0.15% of Nations Financial Group's portfolio in Q3 2026, its #152 holding.
  • Nations Financial Group first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.