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 Q2	$601K	Sell	3,159 -80	-2%	-$14.5K	0.25%	122
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Pacific Sun Financial's AVB Position: Q2 2026 in Review

Pacific Sun Financial reduced its AvalonBay Communities (AVB) stake by 2.5% in Q2 2026, selling an estimated $14.5K and leaving 3,159 shares worth $601K. The position accounts for 0.25% of the portfolio, ranked #122.

Pacific Sun Financial first reported a position in AVB in Q1 2025 and has held it in 6 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Pacific Sun Financial held 3,159 shares of AvalonBay Communities worth $601K as of Q2 2026.
Pacific Sun Financial sold 80 AvalonBay Communities shares in Q2 2026, an estimated $14.5K.
AvalonBay Communities made up 0.25% of Pacific Sun Financial's portfolio in Q2 2026, its #122 holding.
Pacific Sun Financial first reported a position in AvalonBay Communities in Q1 2025 and has held it in 6 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.