FPF
AVA icon

First Pacific Financial’s Avista AVA Stock Holding History

First Pacific Financial’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 		$383K Sell
9,362
-4,293
-31% -$177K 0.05% 147
2026
Q1 		$548K Sell
13,655
-7,055
-34% -$285K 0.07% 125
2025
Q4 		$798K Buy
+20,710
New +$809K 0.1% 98

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 Pacific Financial's AVA Position: Q2 2026 in Review

First Pacific Financial reduced its Avista (AVA) stake by 31% in Q2 2026, selling an estimated $177K and leaving 9,362 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #147.

First Pacific Financial first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $798K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • First Pacific Financial held 9,362 shares of Avista worth $383K as of Q2 2026.
  • First Pacific Financial sold 4,293 Avista shares in Q2 2026, an estimated $177K.
  • Avista made up 0.05% of First Pacific Financial's portfolio in Q2 2026, its #147 holding.
  • First Pacific Financial first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • First Pacific Financial's Avista position peaked at $798K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.