TFC Financial Management’s AvalonBay Communities AVB Stock Holding History

TFC Financial Management’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
2026 Q2	$755	Hold	4	–	–	﹤0.01%	684
2026 Q1	$654	Sell	4 -6	-60%	-$1.05K	﹤0.01%	670
2025 Q4	$1.81K	Buy	10 +3	+43%	+$544	﹤0.01%	537
2025 Q3	$1.35K	Hold	7	–	–	﹤0.01%	597
2025 Q2	$1.43K	Hold	7	–	–	﹤0.01%	541
2025 Q1	$1.5K	Hold	7	–	–	﹤0.01%	520
2024 Q4	$1.54K	Hold	7	–	–	﹤0.01%	532
2024 Q3	$1.58K	Hold	7	–	–	﹤0.01%	532
2024 Q2	$1.45K	Buy	7 +3	+75%	+$580	﹤0.01%	523
2024 Q1	$743	Buy	4 +1	+33%	+$180	﹤0.01%	586
2023 Q4	$562	Hold	3	–	–	﹤0.01%	577
2023 Q3	$516	Sell	3 -6	-67%	-$1.11K	﹤0.01%	600
2023 Q2	$1.7K	Buy	9 +3	+50%	+$536	﹤0.01%	460
2023 Q1	$1.01K	Buy	6 +3	+100%	+$512	﹤0.01%	509
2022 Q4	$485	Hold	3	–	–	﹤0.01%	512
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	439
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	435
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	454
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	505
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	492
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	489
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	480
2020 Q4	$0	Hold	3	–	–	﹤0.01%	559
2020 Q3	$0	Buy	+3	New	+$459	﹤0.01%	534

Other funds holding AVB

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TFC Financial Management's AVB Position: Q2 2026 in Review

TFC Financial Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 4 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #684.

TFC Financial Management first reported a position in AVB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.81K in Q4 2025. 322 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

TFC Financial Management held 4 shares of AvalonBay Communities worth $755 as of Q2 2026.
TFC Financial Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #684 holding.
TFC Financial Management first reported a position in AvalonBay Communities in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's AvalonBay Communities position peaked at $1.81K in Q4 2025.
322 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.