Position in AVAL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$82,165
+$15,215 QoQ
Shares Held
16,335
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2
of 7 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Plan A Wealth LLC holds $2,603,467 across 6 Banks - Regional names. AVAL ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
15,305 | $968,041 | |
| 2 | RF |
Regions Financial Corp
|
26,178 | $790,575 | |
| 3 | PEBO |
Peoples Bancorp Inc
|
10,389 | $399,041 | |
| 4 | PRK |
Park National Corp /Oh/
|
1,625 | $297,358 | |
| 5 | AVAL |
Grupo Aval Acciones Y Valores S.A.
This page
|
16,335 | $82,165 | |
| 6 | BBD |
Bank Bradesco
|
19,103 | $66,287 |
All Filings in AVAL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,165 | 16,335 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $66,950 | 15,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,339 | 16,380 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,176 | 15,811 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,559 | 11,943 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||