DZ Bank
AVA icon

DZ Bank’s Avista AVA Stock Holding History

DZ Bank’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 		$12.9M Buy
315,793
+283,848
+889% +$11.7M 0.01% 354
2026
Q1 		$1.28M Buy
+31,945
New +$1.29M ﹤0.01% 685
2024
Q1 		– Sell
-5,833
Closed -$208K – 1039
2023
Q4 		$208K Hold
5,833
– – ﹤0.01% 828
2023
Q3 		$189K Hold
5,833
– – ﹤0.01% 828
2023
Q2 		$229K Hold
5,833
– – ﹤0.01% 829
2023
Q1 		$248K Sell
5,833
-5,413
-48% -$224K ﹤0.01% 833
2022
Q4 		$499K Buy
+11,246
New +$450K ﹤0.01% 775

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

DZ Bank's AVA Position: Q2 2026 in Review

DZ Bank increased its Avista (AVA) stake by 889% in Q2 2026, buying an estimated $11.7M and bringing the position to 315,793 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #354.

DZ Bank first reported a position in AVA in Q4 2022 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • DZ Bank held 315,793 shares of Avista worth $12.9M as of Q2 2026.
  • DZ Bank bought 283,848 Avista shares in Q2 2026, an estimated $11.7M.
  • Avista made up 0.01% of DZ Bank's portfolio in Q2 2026, its #354 holding.
  • DZ Bank first reported a position in Avista in Q4 2022 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.