Banco BTG Pactual S.A. AVAL GRUPO AVAL ACCIONES Y VALORE

Ownership history in Banco BTG Pactual S.A.  ·  16 quarters on record

AI Ownership Summary

Banco BTG Pactual S.A. reported GRUPO AVAL ACCIONES Y VALORE (AVAL) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows AVAL at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Banco BTG Pactual S.A.'s position in GRUPO AVAL ACCIONES Y VALORE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVAL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Banco BTG Pactual S.A. held AVAL — position size vs. price
% of Fund (quarterly)    AVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 135,321 +119,734 +768.2% 0.05% $595K 2026-05-13 $4.21
2025 Q3 ADDED 15,587 +3,871 +33.0% 0.01% $51K 2025-11-13 $4.14
2025 Q2 REDUCED 87.4% +17.2% 11,716 -81,444 -87.4% 0.01% $33K 2025-08-14 $3.10
2025 Q1 ADDED 93,160 +59,006 +172.8% 0.06% $254K 2025-05-14 $2.73
2024 Q4 ADDED 34,154 +18,757 +121.8% 0.02% $71K 2025-02-12 $2.70
2024 Q3 REDUCED 25.8% +0.0% 15,397 -5,347 -25.8% 0.01% $31K 2024-11-07 $1.89
2023 Q4 REDUCED 20.9% -3.8% 20,744 -5,482 -20.9% 0.01% $50K 2024-02-12 $2.25
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Banco BTG Pactual S.A. and AVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Banco BTG Pactual S.A. reported owning AVAL?

Banco BTG Pactual S.A. reported AVAL across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVAL position in Banco BTG Pactual S.A.'s portfolio?

The largest reported portfolio weight for AVAL was 0.06% in 2025 Q1.

What is the latest reported AVAL position on this page?

The most recent filing on this page is 2026 Q1, when Banco BTG Pactual S.A. reported 135,321 shares, equal to 0.05% of portfolio, with an estimated market value of $595K.

What does the chart on this AVAL ownership page compare?

The chart compares Banco BTG Pactual S.A.'s quarterly AVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Banco BTG Pactual S.A. time their AVAL position?

Based on 13F filing dates vs. subsequent AVAL price moves, Banco BTG Pactual S.A. correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on AVAL relative to SPY over the holding period was +29.8%.

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