AVUV β€” Avantis US Small Cap Value

Ownership history in CoreFirst Bank & Trust  Β·  13 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Avantis US Small Cap Value (AVUV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.22% in 2025 Q3. The latest visible filing shows AVUV at 3.06% 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 AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Avantis US Small Cap Value, 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
2025 Q4

AVUV was reported at 3.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.22% in 2025 Q3

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 2025 Q4

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 CoreFirst Bank & Trust held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,496 -4,256 -7.1% 3.06% $5.7M 2026-02-14 (Est.) $114.60
2025 Q3 ADDED 59,752 +716 +1.2% 3.22% $5.9M 2025-11-13 $97.11
2025 Q2 ADDED 59,036 +6,030 +11.4% 3.04% $5.4M 2025-08-14 $95.22
2025 Q1 ADDED 53,006 +1,856 +3.6% 2.97% $4.6M 2025-04-29 $82.27
2024 Q4 ADDED 51,150 +2,115 +4.3% 2.93% $4.9M 2025-02-11 $95.99
2024 Q2 ADDED 49,035 +1,687 +3.6% 2.96% $4.4M 2024-08-14 $87.80
2024 Q1 ADDED 47,348 +5,374 +12.8% 2.77% $4.4M 2024-05-15 $90.77
2023 Q4 ADDED 41,974 +8,989 +27.3% 2.51% $3.8M 2024-03-18 $85.57
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and AVUV

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

How long has CoreFirst Bank & Trust reported owning AVUV?

CoreFirst Bank & Trust reported AVUV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUV position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for AVUV was 3.22% in 2025 Q3.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 55,496 shares, equal to 3.06% of portfolio, with an estimated market value of $5.7M.

What does the chart on this AVUV ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly AVUV 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.

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