CIBC Private Wealth Group
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CIBC Private Wealth Group’s Avista AVA Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$55.5K Buy
1,439
+1,239
+620% +$48.4K ﹤0.01% 1739
2025
Q3 		$7.56K Hold
200
– – ﹤0.01% 2474
2025
Q2 		$7.59K Hold
200
– – ﹤0.01% 2348
2025
Q1 		$7.91K Hold
200
– – ﹤0.01% 2312
2024
Q4 		$7.31K Hold
200
– – ﹤0.01% 2366
2024
Q3 		$7.75K Hold
200
– – ﹤0.01% 2477
2024
Q2 		$6.71K Hold
200
– – ﹤0.01% 2430
2024
Q1 		$6.94K Buy
+200
New +$6.81K ﹤0.01% 2413

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIBC Private Wealth Group's AVA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Avista (AVA) stake by 620% in Q4 2025, buying an estimated $48.4K and bringing the position to 1,439 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

CIBC Private Wealth Group first reported a position in AVA in Q1 2024 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • CIBC Private Wealth Group held 1,439 shares of Avista worth $55.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,239 Avista shares in Q4 2025, an estimated $48.4K.
  • Avista made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1739 holding.
  • CIBC Private Wealth Group first reported a position in Avista in Q1 2024 and has held it in 8 quarters since.
  • 404 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.