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Brooklyn Investment Group’s Avista AVA Stock Holding History

Brooklyn Investment Group’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
Q1 		$498K Buy
+12,412
New +$501K 0.02% 1022
2025
Q3 		– Sell
-1,022
Closed -$38.8K – 834
2025
Q2 		$38.8K Buy
1,022
+743
+266% +$29.3K 0.01% 1480
2025
Q1 		$11.7K Buy
+279
New +$10.6K ﹤0.01% 1447

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brooklyn Investment Group's AVA Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Avista (AVA) in Q1 2026: 12,412 shares worth $498K. The stake represents 0.02% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in AVA as recently as Q2 2025.

Brooklyn Investment Group first reported a position in AVA in Q1 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Brooklyn Investment Group held 12,412 shares of Avista worth $498K as of Q1 2026.
  • Avista was a new Brooklyn Investment Group position in Q1 2026.
  • Avista made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1022 holding.
  • Brooklyn Investment Group first reported a position in Avista in Q1 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.