Merit Financial Group
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Merit Financial Group’s Avista AVA Stock Holding History

Merit 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
Q3 		$334K Sell
9,520
-3,828
-29% -$149K ﹤0.01% 1840
2026
Q2 		$546K Buy
13,348
+3,427
+35% +$141K ﹤0.01% 1452
2026
Q1 		$398K Buy
9,921
+2,969
+43% +$120K ﹤0.01% 1502
2025
Q4 		$268K Buy
6,952
+1,357
+24% +$53K ﹤0.01% 1630
2025
Q3 		$212K Buy
+5,595
New +$208K ﹤0.01% 1647

Other funds holding AVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Merit Financial Group's AVA Position: Q3 2026 in Review

Merit Financial Group reduced its Avista (AVA) stake by 29% in Q3 2026, selling an estimated $149K and leaving 9,520 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Merit Financial Group first reported a position in AVA in Q3 2025 and has held it in 5 quarters since. The position peaked at $546K in Q2 2026. 218 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Merit Financial Group held 9,520 shares of Avista worth $334K as of Q3 2026.
  • Merit Financial Group sold 3,828 Avista shares in Q3 2026, an estimated $149K.
  • Avista made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1840 holding.
  • Merit Financial Group first reported a position in Avista in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Avista position peaked at $546K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.