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Bayforest Capital’s Avista AVA Stock Holding History

Bayforest Capital’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 		$65.1K Buy
+1,592
New +$65.5K 0.06% 555
2025
Q4 		– Sell
-1,478
Closed -$55.9K – 797
2025
Q3 		$55.9K Sell
1,478
-15,071
-91% -$560K 0.03% 581
2025
Q2 		$628K Buy
+16,549
New +$653K 0.27% 112

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

Bayforest Capital's AVA Position: Q2 2026 in Review

Bayforest Capital opened a new position in Avista (AVA) in Q2 2026: 1,592 shares worth $65.1K. The stake represents 0.06% of the portfolio and ranks #555 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in AVA as recently as Q3 2025.

Bayforest Capital first reported a position in AVA in Q2 2025 and has held it in 3 quarters since. The position peaked at $628K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Bayforest Capital held 1,592 shares of Avista worth $65.1K as of Q2 2026.
  • Avista was a new Bayforest Capital position in Q2 2026.
  • Avista made up 0.06% of Bayforest Capital's portfolio in Q2 2026, its #555 holding.
  • Bayforest Capital first reported a position in Avista in Q2 2025 and has held it in 3 quarters since.
  • Bayforest Capital's Avista position peaked at $628K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.