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Congress Asset Management’s Avista AVA Stock Holding History

Congress Asset 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
Q3 		$11.6M Buy
331,090
+57,641
+21% +$2.24M 0.08% 213
2026
Q2 		$11.2M Buy
273,449
+181,272
+197% +$7.46M 0.07% 209
2026
Q1 		$3.7M Buy
92,177
+13,215
+17% +$534K 0.03% 263
2025
Q4 		$3.04M Sell
78,962
-6,627
-8% -$259K 0.02% 258
2025
Q3 		$3.24M Buy
85,589
+295
+0.3% +$11K 0.02% 255
2025
Q2 		$3.24M Buy
85,294
+94
+0.1% +$3.71K 0.02% 256
2025
Q1 		$3.57M Sell
85,200
-469
-0.5% -$17.8K 0.03% 243
2024
Q4 		$3.14M Buy
85,669
+6,199
+8% +$233K 0.02% 259
2024
Q3 		$3.08M Sell
79,470
-728
-0.9% -$27.5K 0.02% 256
2024
Q2 		$2.78M Sell
80,198
-1,019
-1% -$36.4K 0.02% 261
2024
Q1 		$2.84M Sell
81,217
-3,564
-4% -$121K 0.02% 260
2023
Q4 		$3.03M Buy
84,781
+301
+0.4% +$10.2K 0.02% 270
2023
Q3 		$2.73M Buy
84,480
+118
+0.1% +$4.22K 0.02% 261
2023
Q2 		$3.31M Buy
84,362
+1,059
+1% +$44.9K 0.03% 249
2023
Q1 		$3.54M Buy
83,303
+8,283
+11% +$343K 0.03% 239
2022
Q4 		$3.33M Buy
75,020
+782
+1% +$31.3K 0.03% 246
2022
Q3 		$2.75M Buy
+74,238
New +$3.11M 0.03% 245

Other funds holding AVA

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Congress Asset Management's AVA Position: Q3 2026 in Review

Congress Asset Management increased its Avista (AVA) stake by 21% in Q3 2026, buying an estimated $2.24M and bringing the position to 331,090 shares worth $11.6M. The position accounts for 0.08% of the portfolio, ranked #213.

Congress Asset Management first reported a position in AVA in Q3 2022 and has held it in 17 quarters since. 11 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Congress Asset Management held 331,090 shares of Avista worth $11.6M as of Q3 2026.
  • Congress Asset Management bought 57,641 Avista shares in Q3 2026, an estimated $2.24M.
  • Avista made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #213 holding.
  • Congress Asset Management first reported a position in Avista in Q3 2022 and has held it in 17 quarters since.
  • 11 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.