Abel Hall LLC’s Avista AVA Stock Holding History

Abel Hall LLC’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$233K	Buy	+6,637	New	+$258K	0.04%	587

Other funds holding AVA

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Abel Hall LLC's AVA Position: Q3 2026 in Review

Abel Hall LLC opened a new position in Avista (AVA) in Q3 2026: 6,637 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #587 among its holdings.

108 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

Abel Hall LLC held 6,637 shares of Avista worth $233K as of Q3 2026.
Avista was a new Abel Hall LLC position in Q3 2026.
Avista made up 0.04% of Abel Hall LLC's portfolio in Q3 2026, its #587 holding.
108 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.