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
Q2 		$11.7M Sell
285,996
-1,589
-0.6% -$65.4K 0.01% 364
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 $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

Loomis, Sayles & Company's AVA Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Avista (AVA) stake by 0.55% in Q2 2026, selling an estimated $65.4K and leaving 285,996 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #364.

Loomis, Sayles & Company first reported a position in AVA in Q3 2015 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Loomis, Sayles & Company held 285,996 shares of Avista worth $11.7M as of Q2 2026.
  • Loomis, Sayles & Company sold 1,589 Avista shares in Q2 2026, an estimated $65.4K.
  • Avista made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #364 holding.
  • Loomis, Sayles & Company first reported a position in Avista in Q3 2015 and has held it in 6 quarters since.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.