BFS
AVA icon

Bare Financial Services’s Avista AVA Stock Holding History

Bare Financial Services’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 		$17.2K Buy
421
+179
+74% +$7.37K ﹤0.01% 343
2026
Q1 		$9.71K Buy
242
+59
+32% +$2.38K ﹤0.01% 362
2025
Q4 		$7.05K Buy
183
+106
+138% +$4.14K ﹤0.01% 389
2025
Q3 		$2.91K Sell
77
-79
-51% -$2.94K ﹤0.01% 713
2025
Q2 		$5.92K Buy
156
+118
+311% +$4.65K ﹤0.01% 385
2025
Q1 		$1.59K Buy
+38
New +$1.44K ﹤0.01% 356

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bare Financial Services's AVA Position: Q2 2026 in Review

Bare Financial Services increased its Avista (AVA) stake by 74% in Q2 2026, buying an estimated $7.37K and bringing the position to 421 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Bare Financial Services first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Bare Financial Services held 421 shares of Avista worth $17.2K as of Q2 2026.
  • Bare Financial Services bought 179 Avista shares in Q2 2026, an estimated $7.37K.
  • Avista made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #343 holding.
  • Bare Financial Services first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.