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Mirabella Financial Services’s Avista AVA Stock Holding History

Mirabella Financial Services’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 		$427K Buy
+10,439
New +$430K 0.04% 308
2026
Q1 		– Sell
-23,740
Closed -$915K – 917
2025
Q4 		$915K Buy
23,740
+17,421
+276% +$680K 0.09% 114
2025
Q3 		$239K Buy
+6,319
New +$235K 0.02% 208
2023
Q2 		– Sell
-8,847
Closed -$376K – 490
2023
Q1 		$376K Sell
8,847
-227,828
-96% -$9.43M 0.06% 250
2022
Q4 		$10.5M Buy
+236,675
New +$9.47M 0.94% 10

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

Mirabella Financial Services's AVA Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Avista (AVA) in Q2 2026: 10,439 shares worth $427K. The stake represents 0.04% of the portfolio and ranks #308 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in AVA as recently as Q4 2025.

Mirabella Financial Services first reported a position in AVA in Q4 2022 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2022. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Mirabella Financial Services held 10,439 shares of Avista worth $427K as of Q2 2026.
  • Avista was a new Mirabella Financial Services position in Q2 2026.
  • Avista made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #308 holding.
  • Mirabella Financial Services first reported a position in Avista in Q4 2022 and has held it in 5 quarters since.
  • Mirabella Financial Services's Avista position peaked at $10.5M in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.