Hilltop National Bank’s Avista AVA Stock Holding History

Hilltop National Bank’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	$20.5K	Sell	500 -100	-17%	-$4.12K	﹤0.01%	592
2026 Q1	$24.1K	Hold	600	–	–	0.01%	558
2025 Q4	$23.1K	Hold	600	–	–	0.01%	562
2025 Q3	$22.7K	Hold	600	–	–	0.01%	556
2025 Q2	$22.8K	Buy	+600	New	+$23.7K	0.01%	547
2024 Q4	$18.3K	Buy	500 +200	+67%	+$7.51K	0.01%	569
2024 Q3	$11.6K	Hold	300	–	–	﹤0.01%	652
2024 Q2	$10.4K	Hold	300	–	–	﹤0.01%	646
2024 Q1	$10.5K	Buy	+300	New	+$10.2K	﹤0.01%	627

Other funds holding AVA

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

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return