KCM
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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Key Capital Management's AVA Position: Q2 2026 in Review

Key Capital Management reduced its Avista (AVA) stake by 81% in Q2 2026, selling an estimated $17.5K and leaving 97 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Key Capital Management first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 166 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Key Capital Management held 97 shares of Avista worth $3.97K as of Q2 2026.
  • Key Capital Management sold 425 Avista shares in Q2 2026, an estimated $17.5K.
  • Avista made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #475 holding.
  • Key Capital Management first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Avista position peaked at $21K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.