MFG
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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
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

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Merit Financial Group's AVA Position: Q2 2026 in Review

Merit Financial Group increased its Avista (AVA) stake by 35% in Q2 2026, buying an estimated $141K and bringing the position to 13,348 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Merit Financial Group first reported a position in AVA in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Merit Financial Group held 13,348 shares of Avista worth $546K as of Q2 2026.
  • Merit Financial Group bought 3,427 Avista shares in Q2 2026, an estimated $141K.
  • Avista made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1452 holding.
  • Merit Financial Group first reported a position in Avista in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.