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Sage Investment Counsel’s Grupo Aval AVAL Stock Holding History

Sage Investment Counsel’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
Q2 		$307K Hold
60,955
– – 0.31% 83
2026
Q1 		$268K Buy
60,955
+26,955
+79% +$117K 0.3% 92
2025
Q4 		$138K Hold
34,000
– – 0.15% 111
2025
Q3 		$112K Buy
34,000
+5,000
+17% +$15.6K 0.12% 115
2025
Q2 		$81.5K Buy
29,000
+9,000
+45% +$24.7K 0.09% 117
2025
Q1 		$54.6K Hold
20,000
– – 0.07% 114
2024
Q4 		$40.6K Buy
+20,000
New +$41.3K 0.05% 116

Other funds holding AVAL

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sage Investment Counsel's AVAL Position: Q2 2026 in Review

Sage Investment Counsel held its Grupo Aval (AVAL) position steady in Q2 2026 at 60,955 shares worth $307K. The position accounts for 0.31% of the portfolio, ranked #83.

Sage Investment Counsel first reported a position in AVAL in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold AVAL as of Q2 2026.

  • Sage Investment Counsel held 60,955 shares of Grupo Aval worth $307K as of Q2 2026.
  • Sage Investment Counsel left its Grupo Aval share count unchanged in Q2 2026.
  • Grupo Aval made up 0.31% of Sage Investment Counsel's portfolio in Q2 2026, its #83 holding.
  • Sage Investment Counsel first reported a position in Grupo Aval in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Grupo Aval as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.