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 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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Empirical Wealth Management's AVA Position: Q2 2026 in Review

Empirical Wealth Management increased its Avista (AVA) stake by 18% in Q2 2026, buying an estimated $262K and bringing the position to 42,463 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #297.

Empirical Wealth Management first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Empirical Wealth Management held 42,463 shares of Avista worth $1.74M as of Q2 2026.
Empirical Wealth Management bought 6,353 Avista shares in Q2 2026, an estimated $262K.
Avista made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #297 holding.
Empirical Wealth Management first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
111 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.