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Cornerstone Financial Management’s Avista AVA Stock Holding History

Cornerstone 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 		$1.19K Hold
29
– – ﹤0.01% 1032
2026
Q1 		$1.16K Hold
29
– – ﹤0.01% 915
2025
Q4 		$1.12K Buy
+29
New +$1.13K ﹤0.01% 891

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
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
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

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

Cornerstone Financial Management held its Avista (AVA) position steady in Q2 2026 at 29 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Cornerstone Financial Management 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.

  • Cornerstone Financial Management held 29 shares of Avista worth $1.19K as of Q2 2026.
  • Cornerstone Financial Management left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1032 holding.
  • Cornerstone Financial Management 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 Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.