Avant Financial Advisors’s Avista AVA Stock Holding History

Avant Financial Advisors’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	$331K	Hold	8,099	–	–	0.21%	55
2026 Q1	$325K	Hold	8,099	–	–	0.23%	55
2025 Q4	$312K	Hold	8,099	–	–	0.22%	58
2025 Q3	$306K	Hold	8,099	–	–	0.23%	56
2025 Q2	$307K	Hold	8,099	–	–	0.25%	52
2025 Q1	$339K	Hold	8,099	–	–	0.31%	50
2024 Q4	$297K	Buy	+8,099	New	+$304K	0.27%	54

Other funds holding AVA

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Avant Financial Advisors's AVA Position: Q2 2026 in Review

Avant Financial Advisors held its Avista (AVA) position steady in Q2 2026 at 8,099 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #55.

Avant Financial Advisors first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q1 2025. 83 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Avant Financial Advisors held 8,099 shares of Avista worth $331K as of Q2 2026.
Avant Financial Advisors left its Avista share count unchanged in Q2 2026.
Avista made up 0.21% of Avant Financial Advisors's portfolio in Q2 2026, its #55 holding.
Avant Financial Advisors first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Avista position peaked at $339K in Q1 2025.
83 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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