LRI Investments’s Avista AVA Stock Holding History

LRI Investments’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	$164	Buy	+4	New	+$165	﹤0.01%	1776

Other funds holding AVA

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LRI Investments's AVA Position: Q2 2026 in Review

LRI Investments opened a new position in Avista (AVA) in Q2 2026: 4 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #1776 among its holdings.

126 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

LRI Investments held 4 shares of Avista worth $164 as of Q2 2026.
Avista was a new LRI Investments position in Q2 2026.
Avista made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1776 holding.
126 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.