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First Citizens Bank & Trust’s Avista AVA Stock Holding History

First Citizens Bank & Trust’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 		$288K Sell
7,030
-144
-2% -$5.93K ﹤0.01% 564
2026
Q1 		$288K Buy
7,174
+19
+0.3% +$767 0.01% 558
2025
Q4 		$276K Sell
7,155
-9,202
-56% -$359K 0.01% 567
2025
Q3 		$618K Sell
16,357
-1,633
-9% -$60.7K 0.01% 393
2025
Q2 		$683K Buy
17,990
+12,119
+206% +$478K 0.01% 358
2025
Q1 		$246K Buy
+5,871
New +$223K 0.01% 436
2018
Q4 		– Sell
-4,475
Closed -$226K – 402
2018
Q3 		$226K Sell
4,475
-156
-3% -$7.97K 0.03% 386
2018
Q2 		$244K Buy
4,631
+177
+4% +$9.25K 0.03% 384
2018
Q1 		$228K Buy
4,454
+162
+4% +$8.18K 0.03% 377
2017
Q4 		$221K Sell
4,292
-99
-2% -$5.13K 0.03% 372
2017
Q3 		$227K Sell
4,391
-1,060
-19% -$53K 0.03% 377
2017
Q2 		$231K Sell
5,451
-1,281
-19% -$53.4K 0.03% 394
2017
Q1 		$263K Sell
6,732
-450
-6% -$17.6K 0.03% 399
2016
Q4 		$287K Sell
7,182
-3,272
-31% -$132K 0.03% 355
2016
Q3 		$437K Sell
10,454
-3,559
-25% -$151K 0.04% 293
2016
Q2 		$628K Sell
14,013
-972
-6% -$39.8K 0.06% 226
2016
Q1 		$611K Buy
+14,985
New +$564K 0.05% 227
2015
Q1 		– Sell
-32,993
Closed -$1.17M – 387
2014
Q4 		$1.17M Buy
32,993
+59
+0.2% +$2.01K 0.09% 143
2014
Q3 		$1M Buy
32,934
+1,457
+5% +$46.5K 0.08% 150
2014
Q2 		$1.05M Buy
31,477
+306
+1% +$9.69K 0.09% 149
2014
Q1 		$955K Buy
+31,171
New +$906K 0.09% 157

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

First Citizens Bank & Trust's AVA Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Avista (AVA) stake by 2% in Q2 2026, selling an estimated $5.93K and leaving 7,030 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

First Citizens Bank & Trust first reported a position in AVA in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2014. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • First Citizens Bank & Trust held 7,030 shares of Avista worth $288K as of Q2 2026.
  • First Citizens Bank & Trust sold 144 Avista shares in Q2 2026, an estimated $5.93K.
  • Avista made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #564 holding.
  • First Citizens Bank & Trust first reported a position in Avista in Q1 2014 and has held it in 21 quarters since.
  • First Citizens Bank & Trust's Avista position peaked at $1.17M in Q4 2014.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.