FFA
AVA icon

Farther Finance Advisors’s Avista AVA Stock Holding History

Farther Finance 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
Q3 		$165K Sell
4,692
-1,541
-25% -$59.8K ﹤0.01% 2456
2026
Q2 		$255K Buy
6,233
+185
+3% +$7.62K ﹤0.01% 2065
2026
Q1 		$246K Buy
6,048
+2,057
+52% +$83K ﹤0.01% 1875
2025
Q4 		$154K Buy
3,991
+847
+27% +$33.1K ﹤0.01% 2080
2025
Q3 		$119K Buy
3,144
+2,859
+1,003% +$106K ﹤0.01% 1934
2025
Q2 		$10.8K Sell
285
-663
-70% -$26.1K ﹤0.01% 3037
2025
Q1 		$40.1K Sell
948
-9,197
-91% -$349K ﹤0.01% 2007
2024
Q4 		$372K Buy
10,145
+1,439
+17% +$54K 0.01% 708
2024
Q3 		$337K Buy
8,706
+1,218
+16% +$46.1K 0.01% 767
2024
Q2 		$256K Buy
7,488
+7,399
+8,313% +$264K 0.01% 730
2024
Q1 		$3.09K Buy
89
+19
+27% +$647 ﹤0.01% 2304
2023
Q4 		$2.5K Buy
70
+34
+94% +$1.15K ﹤0.01% 2339
2023
Q3 		$1.17K Buy
36
+23
+177% +$822 ﹤0.01% 2032
2023
Q2 		$511 Hold
13
– – ﹤0.01% 2148
2023
Q1 		$552 Hold
13
– – ﹤0.01% 1981
2022
Q4 		$576 Buy
+13
New +$520 ﹤0.01% 1806

Other funds holding AVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's AVA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Avista (AVA) stake by 25% in Q3 2026, selling an estimated $59.8K and leaving 4,692 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Farther Finance Advisors first reported a position in AVA in Q4 2022 and has held it in 16 quarters since. The position peaked at $372K in Q4 2024. 11 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Farther Finance Advisors held 4,692 shares of Avista worth $165K as of Q3 2026.
  • Farther Finance Advisors sold 1,541 Avista shares in Q3 2026, an estimated $59.8K.
  • Avista made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2456 holding.
  • Farther Finance Advisors first reported a position in Avista in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Avista position peaked at $372K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.