Key Capital Management
AVA icon

Key Capital Management’s Avista AVA Stock Holding History

Key Capital Management’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
Q3 		$3.47K Buy
99
+2
+2% +$78 ﹤0.01% 518
2026
Q2 		$3.97K Sell
97
-425
-81% -$17.5K ﹤0.01% 475
2026
Q1 		$21K Buy
522
+388
+290% +$15.7K 0.01% 233
2025
Q4 		$5.16K Buy
+134
New +$5.23K 0.01% 314

Other funds holding AVA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Key Capital Management's AVA Position: Q3 2026 in Review

Key Capital Management increased its Avista (AVA) stake by 2.1% in Q3 2026, buying an estimated $78 and bringing the position to 99 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Key Capital Management first reported a position in AVA in Q4 2025 and has held it in 4 quarters since. The position peaked at $21K in Q1 2026. 160 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Key Capital Management held 99 shares of Avista worth $3.47K as of Q3 2026.
  • Key Capital Management bought 2 Avista shares in Q3 2026, an estimated $78.
  • Avista made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #518 holding.
  • Key Capital Management first reported a position in Avista in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Avista position peaked at $21K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.