YCM
AV

Yousif Capital Management’s Aviva Plc AV Stock Holding History

Yousif Capital Management’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,745
Closed -$265K – 1810
2026
Q1 		$265K Hold
16,745
– – ﹤0.01% 1660
2025
Q4 		$303K Hold
16,745
– – ﹤0.01% 1630
2025
Q3 		$309K Hold
16,745
– – ﹤0.01% 1631
2025
Q2 		$284K Buy
16,745
+1,265
+8% +$21.5K ﹤0.01% 1695
2025
Q1 		$222K Hold
15,480
– – ﹤0.01% 1771
2024
Q4 		$182K Sell
15,480
-5,000
-24% -$58.7K ﹤0.01% 1846
2024
Q3 		$266K Sell
20,480
-765
-4% -$9.93K ﹤0.01% 1773
2024
Q2 		$256K Sell
21,245
-1,640
-7% -$19.8K ﹤0.01% 1754
2024
Q1 		$291K Hold
22,885
– – ﹤0.01% 1754
2023
Q4 		$254K Hold
22,885
– – ﹤0.01% 1814
2023
Q3 		$221K Hold
22,885
– – ﹤0.01% 1814
2023
Q2 		$230K Hold
22,885
– – ﹤0.01% 1805
2023
Q1 		$228K Hold
22,885
– – ﹤0.01% 1796
2022
Q4 		$244K Hold
22,885
– – ﹤0.01% 1773
2022
Q3 		$195K Hold
22,885
– – ﹤0.01% 1817
2022
Q2 		$225K Sell
22,885
-7,551
-25% -$74.2K ﹤0.01% 1816
2022
Q1 		$362K Hold
30,436
– – ﹤0.01% 1743
2021
Q4 		$338K Buy
+30,436
New +$338K ﹤0.01% 1786

Other funds holding AV

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Yousif Capital Management's AV Position: Q2 2026 in Review

Yousif Capital Management sold out of Aviva Plc (AV) in Q2 2026, closing a stake of 16,745 shares — an estimated $265K sold.

Yousif Capital Management first reported a position in AV in Q4 2021 and held it in 18 quarters. The position peaked at $362K in Q1 2022. 4 funds tracked by Wall St. Rank hold AV as of Q2 2026.

  • Yousif Capital Management reported no remaining Aviva Plc position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 16,745 Aviva Plc shares in Q2 2026, an estimated $265K.
  • Yousif Capital Management first reported a position in Aviva Plc in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's Aviva Plc position peaked at $362K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.