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Vision Financial Markets’s AvalonBay Communities AVB Stock Holding History

Vision Financial Markets’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
Q1 		$16.3K Hold
100
– – 0.02% 195
2025
Q4 		$18.1K Hold
100
– – 0.02% 179
2025
Q3 		$19.3K Hold
100
– – 0.02% 196
2025
Q2 		$20.4K Hold
100
– – 0.02% 184
2025
Q1 		$21.5K Hold
100
– – 0.02% 164
2024
Q4 		$22K Buy
+100
New +$22.6K 0.02% 140

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vision Financial Markets's AVB Position: Q1 2026 in Review

Vision Financial Markets held its AvalonBay Communities (AVB) position steady in Q1 2026 at 100 shares worth $16.3K. The position accounts for 0.02% of the portfolio, ranked #195.

Vision Financial Markets first reported a position in AVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $22K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Vision Financial Markets held 100 shares of AvalonBay Communities worth $16.3K as of Q1 2026.
  • Vision Financial Markets left its AvalonBay Communities share count unchanged in Q1 2026.
  • AvalonBay Communities made up 0.02% of Vision Financial Markets's portfolio in Q1 2026, its #195 holding.
  • Vision Financial Markets first reported a position in AvalonBay Communities in Q4 2024 and has held it in 6 quarters since.
  • Vision Financial Markets's AvalonBay Communities position peaked at $22K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.