Key Financial Inc’s Avista AVA Stock Holding History

Key Financial Inc’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	$2.54K	Hold	62	–	–	﹤0.01%	1120
2026 Q1	$2.49K	Hold	62	–	–	﹤0.01%	1146
2025 Q4	$2.39K	Hold	62	–	–	﹤0.01%	1147
2025 Q3	$2.31K	Hold	62	–	–	﹤0.01%	1173
2025 Q2	$2.35K	Hold	62	–	–	﹤0.01%	1164
2025 Q1	$2.6K	Hold	62	–	–	﹤0.01%	1112
2024 Q4	$2.27K	Hold	62	–	–	﹤0.01%	1138
2024 Q3	$2.4K	Hold	62	–	–	﹤0.01%	1090
2024 Q2	$2.15K	Hold	62	–	–	﹤0.01%	1099
2024 Q1	$2.17K	Hold	62	–	–	﹤0.01%	1096
2023 Q4	$2.22K	Hold	62	–	–	﹤0.01%	1087
2023 Q3	$2.01K	Sell	62 -95	-61%	-$3.39K	﹤0.01%	1113
2023 Q2	$6.17K	Buy	157 +95	+153%	+$4.03K	﹤0.01%	852
2023 Q1	$2.63K	Hold	62	–	–	﹤0.01%	917
2022 Q4	$2.3K	Hold	62	–	–	﹤0.01%	934
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	925
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	867
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	852
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	769
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	788
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	729
2021 Q1	$3K	Hold	62	–	–	﹤0.01%	636
2020 Q4	$2K	Buy	+62	New	+$2.28K	﹤0.01%	632
2020 Q2	–	Sell	-62	Closed	-$3K	–	131
2020 Q1	$3K	Buy	+62	New	+$2.98K	﹤0.01%	547

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's AVA Position: Q2 2026 in Review

Key Financial Inc held its Avista (AVA) position steady in Q2 2026 at 62 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Key Financial Inc first reported a position in AVA in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.17K in Q2 2023. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Key Financial Inc held 62 shares of Avista worth $2.54K as of Q2 2026.
Key Financial Inc left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1120 holding.
Key Financial Inc first reported a position in Avista in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Avista position peaked at $6.17K in Q2 2023.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.