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Pinnacle Wealth Planning Services’s AvalonBay Communities AVB Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.5K Sell
211
-2
-0.9% -$349 ﹤0.01% 1409
2025
Q4 		$38.6K Buy
+213
New +$38.7K ﹤0.01% 1382
2021
Q1 		– Sell
-252
Closed -$40K – 477
2020
Q4 		$40K Buy
+252
New +$40.1K 0.01% 888

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

Pinnacle Wealth Planning Services's AVB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its AvalonBay Communities (AVB) stake by 0.94% in Q1 2026, selling an estimated $349 and leaving 211 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Pinnacle Wealth Planning Services first reported a position in AVB in Q4 2020 and has held it in 3 quarters since. The position peaked at $40K in Q4 2020. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 211 shares of AvalonBay Communities worth $34.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 AvalonBay Communities shares in Q1 2026, an estimated $349.
  • AvalonBay Communities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1409 holding.
  • Pinnacle Wealth Planning Services first reported a position in AvalonBay Communities in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AvalonBay Communities position peaked at $40K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.