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Larson Financial Group’s Avista AVA Stock Holding History

Larson Financial Group’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 		$49.7K Buy
1,216
+13
+1% +$535 ﹤0.01% 1527
2026
Q1 		$48.3K Buy
1,203
+23
+2% +$929 ﹤0.01% 1376
2025
Q4 		$45.5K Buy
1,180
+126
+12% +$4.92K ﹤0.01% 1278
2025
Q3 		$39.9K Buy
1,054
+180
+21% +$6.69K ﹤0.01% 1260
2025
Q2 		$33.2K Buy
874
+800
+1,081% +$31.6K ﹤0.01% 1251
2025
Q1 		$3.1K Buy
74
+44
+147% +$1.67K ﹤0.01% 2022
2024
Q4 		$1.1K Buy
30
+17
+131% +$638 ﹤0.01% 2024
2024
Q3 		$504 Hold
13
– – ﹤0.01% 2127
2024
Q2 		$450 Buy
+13
New +$465 ﹤0.01% 1864

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

Larson Financial Group's AVA Position: Q2 2026 in Review

Larson Financial Group increased its Avista (AVA) stake by 1.1% in Q2 2026, buying an estimated $535 and bringing the position to 1,216 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Larson Financial Group first reported a position in AVA in Q2 2024 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Larson Financial Group held 1,216 shares of Avista worth $49.7K as of Q2 2026.
  • Larson Financial Group bought 13 Avista shares in Q2 2026, an estimated $535.
  • Avista made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1527 holding.
  • Larson Financial Group first reported a position in Avista in Q2 2024 and has held it in 9 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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