Empirical Wealth Management
AVA icon

Empirical Wealth Management’s Avista AVA Stock Holding History

Empirical Wealth 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 		$2.73M Buy
77,847
+35,384
+83% +$1.37M 0.04% 243
2026
Q2 		$1.74M Buy
42,463
+6,353
+18% +$262K 0.03% 297
2026
Q1 		$1.45M Buy
36,110
+7,922
+28% +$320K 0.03% 292
2025
Q4 		$1.09M Buy
+28,188
New +$1.1M 0.02% 326

Other funds holding AVA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Empirical Wealth Management's AVA Position: Q3 2026 in Review

Empirical Wealth Management increased its Avista (AVA) stake by 83% in Q3 2026, buying an estimated $1.37M and bringing the position to 77,847 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #243.

Empirical Wealth Management first reported a position in AVA in Q4 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Empirical Wealth Management held 77,847 shares of Avista worth $2.73M as of Q3 2026.
  • Empirical Wealth Management bought 35,384 Avista shares in Q3 2026, an estimated $1.37M.
  • Avista made up 0.04% of Empirical Wealth Management's portfolio in Q3 2026, its #243 holding.
  • Empirical Wealth Management first reported a position in Avista in Q4 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.