PSF
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Pacific Sun Financial’s AvalonBay Communities AVB Stock Holding History

Pacific Sun Financial’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
Q1 		$534K Buy
3,239
+158
+5% +$27.6K 0.26% 122
2025
Q4 		$564K Buy
3,081
+30
+1% +$5.44K 0.27% 109
2025
Q3 		$589K Buy
3,051
+1,341
+78% +$261K 0.28% 104
2025
Q2 		$348K Buy
1,710
+511
+43% +$104K 0.18% 143
2025
Q1 		$257K Buy
+1,199
New +$260K 0.15% 157

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Sun Financial's AVB Position: Q1 2026 in Review

Pacific Sun Financial increased its AvalonBay Communities (AVB) stake by 5.1% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,239 shares worth $534K. The position accounts for 0.26% of the portfolio, ranked #122.

Pacific Sun Financial first reported a position in AVB in Q1 2025 and has held it in 5 quarters since. The position peaked at $589K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Pacific Sun Financial held 3,239 shares of AvalonBay Communities worth $534K as of Q1 2026.
  • Pacific Sun Financial bought 158 AvalonBay Communities shares in Q1 2026, an estimated $27.6K.
  • AvalonBay Communities made up 0.26% of Pacific Sun Financial's portfolio in Q1 2026, its #122 holding.
  • Pacific Sun Financial first reported a position in AvalonBay Communities in Q1 2025 and has held it in 5 quarters since.
  • Pacific Sun Financial's AvalonBay Communities position peaked at $589K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.