Jones Financial Companies
AVA icon

Jones Financial Companies’s Avista AVA Stock Holding History

Jones Financial Companies’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 		$579K Buy
13,865
+1,454
+12% +$59.9K ﹤0.01% 2159
2026
Q1 		$496K Buy
12,411
+2,787
+29% +$113K ﹤0.01% 2047
2025
Q4 		$371K Buy
9,624
+2,428
+34% +$94.8K ﹤0.01% 1635
2025
Q3 		$271K Sell
7,196
-36
-0.5% -$1.34K ﹤0.01% 1663
2025
Q2 		$272K Buy
7,232
+1,001
+16% +$39.5K ﹤0.01% 1533
2025
Q1 		$256K Buy
6,231
+1,422
+30% +$54K ﹤0.01% 1396
2024
Q4 		$176K Buy
+4,809
New +$181K ﹤0.01% 1412
2022
Q2 		– Sell
-2,939
Closed -$133K – 723
2022
Q1 		$133K Sell
2,939
-1,150
-28% -$50.7K ﹤0.01% 281
2021
Q4 		$174K Sell
4,089
-2,271
-36% -$91.4K ﹤0.01% 270
2021
Q3 		$249K Buy
+6,360
New +$266K ﹤0.01% 212

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

Jones Financial Companies's AVA Position: Q2 2026 in Review

Jones Financial Companies increased its Avista (AVA) stake by 12% in Q2 2026, buying an estimated $59.9K and bringing the position to 13,865 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Jones Financial Companies first reported a position in AVA in Q3 2021 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Jones Financial Companies held 13,865 shares of Avista worth $579K as of Q2 2026.
  • Jones Financial Companies bought 1,454 Avista shares in Q2 2026, an estimated $59.9K.
  • Avista made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2159 holding.
  • Jones Financial Companies first reported a position in Avista in Q3 2021 and has held it in 10 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.