Janney Montgomery Scott
AVA icon

Janney Montgomery Scott’s Avista AVA Stock Holding History

Janney Montgomery Scott’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 		$762K Buy
18,617
+1,821
+11% +$75K ﹤0.01% 2099
2026
Q1 		$674K Sell
16,796
-1,199
-7% -$48.4K ﹤0.01% 1876
2025
Q4 		$694K Sell
17,995
-355
-2% -$13.9K ﹤0.01% 1977
2025
Q3 		$694K Sell
18,350
-128
-0.7% -$4.76K ﹤0.01% 1953
2025
Q2 		$701K Buy
18,478
+829
+5% +$32.7K ﹤0.01% 1804
2025
Q1 		$739K Buy
17,649
+1,561
+10% +$59.2K ﹤0.01% 1732
2024
Q4 		$589K Sell
16,088
-641
-4% -$24.1K ﹤0.01% 1895
2024
Q3 		$648K Buy
+16,729
New +$633K ﹤0.01% 1785
2020
Q1 		– Sell
-4,385
Closed -$211K – 1887
2019
Q4 		$211K Buy
4,385
+179
+4% +$8.53K ﹤0.01% 1904
2019
Q3 		$204K Buy
+4,206
New +$195K ﹤0.01% 1894

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

Janney Montgomery Scott's AVA Position: Q2 2026 in Review

Janney Montgomery Scott increased its Avista (AVA) stake by 11% in Q2 2026, buying an estimated $75K and bringing the position to 18,617 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Janney Montgomery Scott first reported a position in AVA in Q3 2019 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Janney Montgomery Scott held 18,617 shares of Avista worth $762K as of Q2 2026.
  • Janney Montgomery Scott bought 1,821 Avista shares in Q2 2026, an estimated $75K.
  • Avista made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2099 holding.
  • Janney Montgomery Scott first reported a position in Avista in Q3 2019 and has held it in 10 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.