CA
AVA icon

CSM Advisors’s Avista AVA Stock Holding History

CSM Advisors’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 		$5.81M Buy
142,029
+19,232
+16% +$792K 0.12% 205
2026
Q1 		$4.93M Buy
122,797
+10,880
+10% +$439K 0.12% 193
2025
Q4 		$4.31M Buy
111,917
+5,585
+5% +$218K 0.12% 195
2025
Q3 		$4.02M Buy
106,332
+9,630
+10% +$358K 0.11% 216
2025
Q2 		$3.67M Buy
+96,702
New +$3.81M 0.11% 227

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

CSM Advisors's AVA Position: Q2 2026 in Review

CSM Advisors increased its Avista (AVA) stake by 16% in Q2 2026, buying an estimated $792K and bringing the position to 142,029 shares worth $5.81M. The position accounts for 0.12% of the portfolio, ranked #205.

CSM Advisors first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • CSM Advisors held 142,029 shares of Avista worth $5.81M as of Q2 2026.
  • CSM Advisors bought 19,232 Avista shares in Q2 2026, an estimated $792K.
  • Avista made up 0.12% of CSM Advisors's portfolio in Q2 2026, its #205 holding.
  • CSM Advisors first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.