Resurgent Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Resurgent Financial Advisors’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
2025 Q4	–	Sell	-1,120	Closed	-$216K	–	217
2025 Q3	$216K	Buy	+1,120	New	+$218K	0.11%	198
2024 Q1	–	Sell	-741	Closed	-$139K	–	217
2023 Q4	$139K	Buy	741 +34	+5%	+$5.93K	0.09%	210
2023 Q3	$121K	Sell	707 -18	-2%	-$3.33K	0.08%	207
2023 Q2	$137K	Buy	725 +2	+0.3%	+$357	0.09%	194
2023 Q1	$122K	Sell	723 -32	-4%	-$5.46K	0.08%	205
2022 Q4	$122K	Buy	+755	New	+$129K	0.06%	278

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Resurgent Financial Advisors's AVB Position: Q4 2025 in Review

Resurgent Financial Advisors sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 1,120 shares — an estimated $216K sold.

Resurgent Financial Advisors first reported a position in AVB in Q4 2022 and held it in 6 quarters. The position peaked at $216K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Resurgent Financial Advisors reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 1,120 AvalonBay Communities shares in Q4 2025, an estimated $216K.
Resurgent Financial Advisors first reported a position in AvalonBay Communities in Q4 2022 and held it in 6 quarters.
Resurgent Financial Advisors's AvalonBay Communities position peaked at $216K in Q3 2025.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.