Newbridge Financial Services Group’s AvalonBay Communities AVB Stock Holding History

Newbridge Financial Services 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
2025 Q3	–	Sell	-6	Closed	-$1.22K	–	1296
2025 Q2	$1.22K	Buy	+6	New	+$1.23K	﹤0.01%	1179
2024 Q2	–	Sell	-30	Closed	-$5.57K	–	1096
2024 Q1	$5.57K	Buy	+30	New	+$5.39K	﹤0.01%	873
2023 Q4	–	Sell	-30	Closed	-$5.15K	–	1157
2023 Q3	$5.15K	Hold	30	–	–	﹤0.01%	944
2023 Q2	$5.68K	Hold	30	–	–	﹤0.01%	988
2023 Q1	$5.04K	Hold	30	–	–	﹤0.01%	1069
2022 Q4	$4.85K	Hold	30	–	–	﹤0.01%	1073
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	995
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	963
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	1010
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	958
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	942
2021 Q2	$6K	Hold	30	–	–	﹤0.01%	1070
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	997
2020 Q4	$5K	Sell	30 -70	-70%	-$11.1K	﹤0.01%	838
2020 Q3	$15K	Buy	+100	New	+$15.3K	0.01%	571

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's AVB Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 6 shares — an estimated $1.22K sold.

Newbridge Financial Services Group first reported a position in AVB in Q3 2020 and held it in 15 quarters. The position peaked at $15K in Q3 2020. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

Newbridge Financial Services Group reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 6 AvalonBay Communities shares in Q3 2025, an estimated $1.22K.
Newbridge Financial Services Group first reported a position in AvalonBay Communities in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's AvalonBay Communities position peaked at $15K in Q3 2020.
741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.