Raymond James Financial
AVA icon

Raymond James Financial’s Avista AVA Stock Holding History

Raymond James Financial’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
Q1 		$1.84M Buy
45,721
+1,369
+3% +$55.3K ﹤0.01% 3424
2025
Q4 		$1.71M Buy
44,352
+8,242
+23% +$322K ﹤0.01% 3396
2025
Q3 		$1.37M Buy
36,110
+2,609
+8% +$97K ﹤0.01% 3469
2025
Q2 		$1.27M Buy
33,501
+23,909
+249% +$943K ﹤0.01% 3417
2025
Q1 		$402K Sell
9,592
-17,911
-65% -$680K ﹤0.01% 4061
2024
Q4 		$1.01M Buy
+27,503
New +$1.03M ﹤0.01% 3442

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial's AVA Position: Q1 2026 in Review

Raymond James Financial increased its Avista (AVA) stake by 3.1% in Q1 2026, buying an estimated $55.3K and bringing the position to 45,721 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Raymond James Financial first reported a position in AVA in Q4 2024 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Raymond James Financial held 45,721 shares of Avista worth $1.84M as of Q1 2026.
  • Raymond James Financial bought 1,369 Avista shares in Q1 2026, an estimated $55.3K.
  • Avista made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3424 holding.
  • Raymond James Financial first reported a position in Avista in Q4 2024 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.