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Principal Securities’s Avista AVA Stock Holding History

Principal Securities’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 		$262K Sell
6,394
-1,612
-20% -$66.4K ﹤0.01% 1388
2026
Q1 		$321K Sell
8,006
-958
-11% -$38.7K ﹤0.01% 1170
2025
Q4 		$345K Sell
8,964
-93
-1% -$3.63K 0.01% 1075
2025
Q3 		$342K Sell
9,057
-70
-0.8% -$2.6K 0.01% 1066
2025
Q2 		$346K Buy
9,127
+986
+12% +$38.9K 0.01% 1009
2025
Q1 		$298K Hold
8,141
– – 0.01% 973
2024
Q4 		$298K Buy
8,141
+967
+13% +$36.3K 0.01% 966
2024
Q3 		$278K Buy
7,174
+973
+16% +$36.8K 0.01% 966
2024
Q2 		$215K Buy
6,201
+665
+12% +$23.8K 0.01% 1013
2024
Q1 		$194K Buy
5,536
+5,061
+1,065% +$172K 0.01% 1027
2023
Q4 		$17K Buy
+475
New +$16.1K ﹤0.01% 2009

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

Principal Securities's AVA Position: Q2 2026 in Review

Principal Securities reduced its Avista (AVA) stake by 20% in Q2 2026, selling an estimated $66.4K and leaving 6,394 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Principal Securities first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $346K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Principal Securities held 6,394 shares of Avista worth $262K as of Q2 2026.
  • Principal Securities sold 1,612 Avista shares in Q2 2026, an estimated $66.4K.
  • Avista made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1388 holding.
  • Principal Securities first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Avista position peaked at $346K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.