PWPS
AVB

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
Q2 		$37.5K Sell
199
-12
-6% -$2.17K ﹤0.01% 1471
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its AvalonBay Communities (AVB) stake by 5.7% in Q2 2026, selling an estimated $2.17K and leaving 199 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Pinnacle Wealth Planning Services first reported a position in AVB in Q4 2020 and has held it in 4 quarters since. The position peaked at $40K in Q4 2020. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 199 shares of AvalonBay Communities worth $37.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 12 AvalonBay Communities shares in Q2 2026, an estimated $2.17K.
  • AvalonBay Communities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1471 holding.
  • Pinnacle Wealth Planning Services first reported a position in AvalonBay Communities in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AvalonBay Communities position peaked at $40K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.