Position in AVY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,917
+$144,697 QoQ
Shares Held
2,876
+54.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#429
of 775 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Excelsior Advisor Network LLC holds $688,278 across 2 Packaging & Containers names. AVY ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
2,876 | $466,917 | |
| 2 | IP |
International Paper Co /New/
|
5,810 | $221,361 |
All Filings in AVY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,917 | 2,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $322,220 | 1,866 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||