AFC
AVA icon

Ares Financial Consulting’s Avista AVA Stock Holding History

Ares Financial Consulting’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
Q2 		$1.68K Hold
41
– – ﹤0.01% 928
2026
Q1 		$1.67K Hold
41
– – ﹤0.01% 878
2025
Q4 		$1.58K Buy
+41
New +$1.6K ﹤0.01% 699

Other funds holding AVA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Ares Financial Consulting's AVA Position: Q2 2026 in Review

Ares Financial Consulting held its Avista (AVA) position steady in Q2 2026 at 41 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Ares Financial Consulting first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Ares Financial Consulting held 41 shares of Avista worth $1.68K as of Q2 2026.
  • Ares Financial Consulting left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #928 holding.
  • Ares Financial Consulting first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.