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SBI Securities’s Avalo Therapeutics AVTX Stock Holding History

SBI Securities’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$292 – 4037
2025
Q3 		$292 Buy
23
+1
+5% +$9 ﹤0.01% 3200
2025
Q2 		$110 Hold
22
– – ﹤0.01% 3508
2025
Q1 		$176 Hold
22
– – ﹤0.01% 3261
2024
Q4 		$163 Buy
+22
New +$235 ﹤0.01% 3313

Other funds holding AVTX

BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBI Securities's AVTX Position: Q4 2025 in Review

SBI Securities sold out of Avalo Therapeutics (AVTX) in Q4 2025, closing a stake of 23 shares — an estimated $292 sold.

SBI Securities first reported a position in AVTX in Q4 2024 and held it in 4 quarters. The position peaked at $292 in Q3 2025. 84 funds tracked by Wall St. Rank hold AVTX as of Q4 2025.

  • SBI Securities reported no remaining Avalo Therapeutics position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 23 Avalo Therapeutics shares in Q4 2025, an estimated $292.
  • SBI Securities first reported a position in Avalo Therapeutics in Q4 2024 and held it in 4 quarters.
  • SBI Securities's Avalo Therapeutics position peaked at $292 in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.