Atala Financial
IDA icon

Atala Financial’s Idacorp IDA Stock Holding History

Atala Financial’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$322K Sell
2,461
-48
-2% -$6.76K 0.19% 99
2026
Q2 		$380K Hold
2,509
– – 0.23% 89
2026
Q1 		$357K Buy
2,509
+48
+2% +$6.58K 0.24% 85
2025
Q4 		$311K Hold
2,461
– – 0.2% 96
2025
Q3 		$325K Hold
2,461
– – 0.2% 93
2025
Q2 		$284K Hold
2,461
– – 0.2% 103
2025
Q1 		$286K Hold
2,461
– – 0.21% 92
2024
Q4 		$269K Buy
+2,461
New +$270K 0.19% 106

Other funds holding IDA

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atala Financial's IDA Position: Q3 2026 in Review

Atala Financial reduced its Idacorp (IDA) stake by 1.9% in Q3 2026, selling an estimated $6.76K and leaving 2,461 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #99.

Atala Financial first reported a position in IDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $380K in Q2 2026. 102 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Atala Financial held 2,461 shares of Idacorp worth $322K as of Q3 2026.
  • Atala Financial sold 48 Idacorp shares in Q3 2026, an estimated $6.76K.
  • Idacorp made up 0.19% of Atala Financial's portfolio in Q3 2026, its #99 holding.
  • Atala Financial first reported a position in Idacorp in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Idacorp position peaked at $380K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.