Loomis, Sayles & Company
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Loomis, Sayles & Company’s Avista AVA Stock Holding History

Loomis, Sayles & Company’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
Q1 		$11.5M Sell
287,585
-10,429
-3% -$421K 0.02% 331
2025
Q4 		$11.5M Buy
298,014
+6,599
+2% +$258K 0.01% 339
2025
Q3 		$11M Buy
+291,415
New +$10.8M 0.01% 342
2019
Q2 		– Sell
-617
Closed -$25K – 583
2019
Q1 		$25K Buy
+617
New +$25.4K ﹤0.01% 599
2015
Q4 		– Sell
-8,487
Closed -$282K – 1047
2015
Q3 		$282K Buy
+8,487
New +$271K ﹤0.01% 678

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Loomis, Sayles & Company's AVA Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Avista (AVA) stake by 3.5% in Q1 2026, selling an estimated $421K and leaving 287,585 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #331.

Loomis, Sayles & Company first reported a position in AVA in Q3 2015 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Loomis, Sayles & Company held 287,585 shares of Avista worth $11.5M as of Q1 2026.
  • Loomis, Sayles & Company sold 10,429 Avista shares in Q1 2026, an estimated $421K.
  • Avista made up 0.02% of Loomis, Sayles & Company's portfolio in Q1 2026, its #331 holding.
  • Loomis, Sayles & Company first reported a position in Avista in Q3 2015 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.