LSV Asset Management
AVA icon

LSV Asset Management’s Avista AVA Stock Holding History

LSV Asset Management’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 		$21.1M Sell
514,811
-1,297
-0.3% -$53.4K 0.04% 342
2026
Q1 		$20.7M Buy
516,108
+296,810
+135% +$12M 0.04% 305
2025
Q4 		$8.45M Buy
219,298
+120,498
+122% +$4.71M 0.02% 418
2025
Q3 		$3.74M Hold
98,800
– – 0.01% 509
2025
Q2 		$3.75M Buy
98,800
+9,600
+11% +$379K 0.01% 499
2025
Q1 		$3.73M Buy
+89,200
New +$3.39M 0.01% 508
2018
Q4 		– Sell
-4,123
Closed -$208K – 968
2018
Q3 		$208K Sell
4,123
-374,745
-99% -$19.2M ﹤0.01% 929
2018
Q2 		$20M Sell
378,868
-72,600
-16% -$3.79M 0.03% 381
2018
Q1 		$23.1M Sell
451,468
-72,200
-14% -$3.65M 0.04% 350
2017
Q4 		$27M Sell
523,668
-7,300
-1% -$379K 0.04% 333
2017
Q3 		$27.5M Sell
530,968
-13,300
-2% -$665K 0.05% 313
2017
Q2 		$23.1M Sell
544,268
-42,500
-7% -$1.77M 0.04% 338
2017
Q1 		$22.9M Sell
586,768
-3,500
-0.6% -$137K 0.04% 322
2016
Q4 		$23.6M Sell
590,268
-144,600
-20% -$5.85M 0.04% 324
2016
Q3 		$30.7M Buy
734,868
+6,700
+0.9% +$285K 0.06% 266
2016
Q2 		$32.6M Sell
728,168
-1,900
-0.3% -$77.8K 0.07% 252
2016
Q1 		$29.8M Sell
730,068
-189,706
-21% -$7.14M 0.06% 256
2015
Q4 		$32.5M Sell
919,774
-551,666
-37% -$18.9M 0.07% 229
2015
Q3 		$48.9M Sell
1,471,440
-5,600
-0.4% -$179K 0.11% 171
2015
Q2 		$45.3M Buy
1,477,040
+47,840
+3% +$1.54M 0.09% 185
2015
Q1 		$48.9M Sell
1,429,200
-276,400
-16% -$9.65M 0.1% 179
2014
Q4 		$60.3M Sell
1,705,600
-53,800
-3% -$1.83M 0.13% 158
2014
Q3 		$53.7M Sell
1,759,400
-89,200
-5% -$2.85M 0.12% 153
2014
Q2 		$62M Buy
1,848,600
+77,900
+4% +$2.47M 0.14% 143
2014
Q1 		$54.3M Buy
1,770,700
+110,409
+7% +$3.21M 0.13% 150
2013
Q4 		$46.8M Buy
1,660,291
+698,291
+73% +$19.2M 0.11% 166
2013
Q3 		$25.4M Buy
962,000
+517,500
+116% +$14.2M 0.07% 220
2013
Q2 		$12M Buy
+444,500
New +$12.2M 0.03% 302

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSV Asset Management's AVA Position: Q2 2026 in Review

LSV Asset Management reduced its Avista (AVA) stake by 0.25% in Q2 2026, selling an estimated $53.4K and leaving 514,811 shares worth $21.1M. The position accounts for 0.04% of the portfolio, ranked #342.

LSV Asset Management first reported a position in AVA in Q2 2013 and has held it in 28 quarters since. The position peaked at $62M in Q2 2014. 209 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • LSV Asset Management held 514,811 shares of Avista worth $21.1M as of Q2 2026.
  • LSV Asset Management sold 1,297 Avista shares in Q2 2026, an estimated $53.4K.
  • Avista made up 0.04% of LSV Asset Management's portfolio in Q2 2026, its #342 holding.
  • LSV Asset Management first reported a position in Avista in Q2 2013 and has held it in 28 quarters since.
  • LSV Asset Management's Avista position peaked at $62M in Q2 2014.
  • 209 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.