First Command Advisory Services’s Avista AVA Stock Holding History

First Command Advisory Services’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	$117K	Hold	2,854	–	–	﹤0.01%	278
2026 Q1	$115K	Hold	2,854	–	–	﹤0.01%	247
2025 Q4	$110K	Hold	2,854	–	–	﹤0.01%	229
2025 Q3	$108K	Hold	2,854	–	–	﹤0.01%	237
2025 Q2	$108K	Buy	+2,854	New	+$113K	﹤0.01%	219

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Command Advisory Services's AVA Position: Q2 2026 in Review

First Command Advisory Services held its Avista (AVA) position steady in Q2 2026 at 2,854 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

First Command Advisory Services first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

First Command Advisory Services held 2,854 shares of Avista worth $117K as of Q2 2026.
First Command Advisory Services left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #278 holding.
First Command Advisory Services first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.