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RFG Advisory’s Atea Pharmaceuticals AVIR Stock Holding History

RFG Advisory’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.2K Hold
14,875
– – ﹤0.01% 1112
2026
Q1 		$80K Hold
14,875
– – ﹤0.01% 1032
2025
Q4 		$53.1K Buy
+14,875
New +$47.3K ﹤0.01% 975

Other funds holding AVIR

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RFG Advisory's AVIR Position: Q2 2026 in Review

RFG Advisory held its Atea Pharmaceuticals (AVIR) position steady in Q2 2026 at 14,875 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

RFG Advisory first reported a position in AVIR in Q4 2025 and has held it in 3 quarters since. The position peaked at $80K in Q1 2026. 8 funds tracked by Wall St. Rank hold AVIR as of Q2 2026.

  • RFG Advisory held 14,875 shares of Atea Pharmaceuticals worth $69.2K as of Q2 2026.
  • RFG Advisory left its Atea Pharmaceuticals share count unchanged in Q2 2026.
  • Atea Pharmaceuticals made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1112 holding.
  • RFG Advisory first reported a position in Atea Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • RFG Advisory's Atea Pharmaceuticals position peaked at $80K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.