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Independent Financial Group’s Avista AVA Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-7,544
Closed -$316K – 1294
2025
Q1 		$316K Buy
+7,544
New +$286K 0.01% 908

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Financial Group's AVA Position: Q2 2025 in Review

Independent Financial Group sold out of Avista (AVA) in Q2 2025, closing a stake of 7,544 shares — an estimated $316K sold.

Independent Financial Group first reported a position in AVA in Q1 2025 and held it in 1 quarter. The position peaked at $316K in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Independent Financial Group reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,544 Avista shares in Q2 2025, an estimated $316K.
  • Independent Financial Group first reported a position in Avista in Q1 2025 and held it in 1 quarter.
  • Independent Financial Group's Avista position peaked at $316K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.