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Physician Wealth Advisors’s Grupo Aval AVAL Stock Holding History

Physician Wealth Advisors’s Portfolio AVAL Stock Details AVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-318
Closed -$1.4K – 2343
2026
Q1 		$1.4K Sell
318
-195
-38% -$846 ﹤0.01% 1506
2025
Q4 		$2.08K Buy
513
+195
+61% +$783 ﹤0.01% 1277
2025
Q3 		$1.05K Buy
+318
New +$992 ﹤0.01% 1547
2025
Q2 		– Sell
-613
Closed -$1.67K – 1823
2025
Q1 		$1.67K Buy
+613
New +$1.65K ﹤0.01% 911

Other funds holding AVAL

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Physician Wealth Advisors's AVAL Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Grupo Aval (AVAL) in Q2 2026, closing a stake of 318 shares — an estimated $1.4K sold.

Physician Wealth Advisors first reported a position in AVAL in Q1 2025 and held it in 4 quarters. The position peaked at $2.08K in Q4 2025. 11 funds tracked by Wall St. Rank hold AVAL as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Grupo Aval position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 318 Grupo Aval shares in Q2 2026, an estimated $1.4K.
  • Physician Wealth Advisors first reported a position in Grupo Aval in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Grupo Aval position peaked at $2.08K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Grupo Aval as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.