CFM
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Compass Financial Management’s Avista AVA Stock Holding History

Compass Financial Management’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 		$86K Buy
+2,103
New +$86.6K 0.01% 580

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Compass Financial Management's AVA Position: Q2 2026 in Review

Compass Financial Management opened a new position in Avista (AVA) in Q2 2026: 2,103 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings.

391 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Compass Financial Management held 2,103 shares of Avista worth $86K as of Q2 2026.
  • Avista was a new Compass Financial Management position in Q2 2026.
  • Avista made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #580 holding.
  • 391 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.