MML Investors Services
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MML Investors Services’s Avista AVA Stock Holding History

MML Investors 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 		$1.97M Buy
48,184
+3,618
+8% +$149K ﹤0.01% 1544
2026
Q1 		$1.79M Sell
44,566
-27,155
-38% -$1.1M 0.01% 1381
2025
Q4 		$2.76M Buy
71,721
+6,112
+9% +$239K 0.01% 1207
2025
Q3 		$2.48M Sell
65,609
-500
-0.8% -$18.6K 0.01% 1203
2025
Q2 		$2.51M Sell
66,109
-3,678
-5% -$145K 0.01% 1133
2025
Q1 		$2.92M Buy
69,787
+5,236
+8% +$199K 0.01% 986
2024
Q4 		$2.37M Buy
64,551
+7,231
+13% +$272K 0.01% 1047
2024
Q3 		$2.22M Buy
57,320
+6,971
+14% +$264K 0.01% 1041
2024
Q2 		$1.74M Buy
50,349
+6,400
+15% +$229K 0.01% 1103
2024
Q1 		$1.54M Buy
43,949
+7,802
+22% +$266K 0.01% 1180
2023
Q4 		$1.29M Buy
36,147
+22,522
+165% +$763K 0.01% 1203
2023
Q3 		$441K Buy
13,625
+3,109
+30% +$111K ﹤0.01% 1706
2023
Q2 		$413K Buy
10,516
+5,712
+119% +$242K ﹤0.01% 1751
2023
Q1 		$204K Sell
4,804
-133
-3% -$5.51K ﹤0.01% 1901
2022
Q4 		$219K Buy
+4,937
New +$198K ﹤0.01% 1978

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

MML Investors Services's AVA Position: Q2 2026 in Review

MML Investors Services increased its Avista (AVA) stake by 8.1% in Q2 2026, buying an estimated $149K and bringing the position to 48,184 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

MML Investors Services first reported a position in AVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q1 2025. 209 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • MML Investors Services held 48,184 shares of Avista worth $1.97M as of Q2 2026.
  • MML Investors Services bought 3,618 Avista shares in Q2 2026, an estimated $149K.
  • Avista made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1544 holding.
  • MML Investors Services first reported a position in Avista in Q4 2022 and has held it in 15 quarters since.
  • MML Investors Services's Avista position peaked at $2.92M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.