Plan A Wealth’s Grupo Aval AVAL Stock Holding History

Plan A Wealth’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 Q3	$76.8K	Sell	15,930 -405	-2%	-$2.09K	0.03%	200
2026 Q2	$82.2K	Buy	16,335 +1,119	+7%	+$5.28K	0.04%	186
2026 Q1	$67K	Sell	15,216 -1,164	-7%	-$5.05K	0.03%	172
2025 Q4	$66.3K	Buy	16,380 +569	+4%	+$2.29K	0.03%	164
2025 Q3	$52.2K	Buy	15,811 +3,868	+32%	+$12.1K	0.03%	171
2025 Q2	$33.6K	Buy	+11,943	New	+$32.8K	0.02%	156

Other funds holding AVAL

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Plan A Wealth's AVAL Position: Q3 2026 in Review

Plan A Wealth reduced its Grupo Aval (AVAL) stake by 2.5% in Q3 2026, selling an estimated $2.09K and leaving 15,930 shares worth $76.8K. The position accounts for 0.03% of the portfolio, ranked #200.

Plan A Wealth first reported a position in AVAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $82.2K in Q2 2026. 6 funds tracked by Wall St. Rank hold AVAL as of Q3 2026.

Plan A Wealth held 15,930 shares of Grupo Aval worth $76.8K as of Q3 2026.
Plan A Wealth sold 405 Grupo Aval shares in Q3 2026, an estimated $2.09K.
Grupo Aval made up 0.03% of Plan A Wealth's portfolio in Q3 2026, its #200 holding.
Plan A Wealth first reported a position in Grupo Aval in Q2 2025 and has held it in 6 quarters since.
Plan A Wealth's Grupo Aval position peaked at $82.2K in Q2 2026.
6 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.