Burney Company’s Avista AVA Stock Holding History

Burney Company’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	$1.39M	Buy	34,093 +1,736	+5%	+$71.5K	0.04%	303
2026 Q1	$1.3M	Buy	32,357 +11,706	+57%	+$473K	0.04%	282
2025 Q4	$796K	Buy	+20,651	New	+$806K	0.02%	363

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burney Company's AVA Position: Q2 2026 in Review

Burney Company increased its Avista (AVA) stake by 5.4% in Q2 2026, buying an estimated $71.5K and bringing the position to 34,093 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #303.

Burney Company first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Burney Company held 34,093 shares of Avista worth $1.39M as of Q2 2026.
Burney Company bought 1,736 Avista shares in Q2 2026, an estimated $71.5K.
Avista made up 0.04% of Burney Company's portfolio in Q2 2026, its #303 holding.
Burney Company first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.