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STAR Financial Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

STAR Financial Bank’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,214
Closed -$718K – 110
2025
Q3 		$718K Buy
+7,214
New +$698K 0.42% 46

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

STAR Financial Bank's AVUV Position: Q4 2025 in Review

STAR Financial Bank sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 7,214 shares — an estimated $718K sold.

STAR Financial Bank first reported a position in AVUV in Q3 2025 and held it in 1 quarter. The position peaked at $718K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • STAR Financial Bank reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • STAR Financial Bank sold 7,214 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $718K.
  • STAR Financial Bank first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • STAR Financial Bank's Avantis US Small Cap Value ETF position peaked at $718K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on STAR Financial Bank's 13F filing for Q4 2025, filed 13 Feb 2026.