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Root Financial Partners’s Avista AVA Stock Holding History

Root Financial Partners’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 		– Sell
-331
Closed -$13.3K – 638
2026
Q1 		$13.3K Buy
331
+209
+171% +$8.44K ﹤0.01% 1551
2025
Q4 		$4.7K Buy
122
+33
+37% +$1.29K ﹤0.01% 1782
2025
Q3 		$3.37K Buy
+89
New +$3.31K ﹤0.01% 1850

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Root Financial Partners's AVA Position: Q2 2026 in Review

Root Financial Partners sold out of Avista (AVA) in Q2 2026, closing a stake of 331 shares — an estimated $13.3K sold.

Root Financial Partners first reported a position in AVA in Q3 2025 and held it in 3 quarters. The position peaked at $13.3K in Q1 2026. 110 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Root Financial Partners reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 331 Avista shares in Q2 2026, an estimated $13.3K.
  • Root Financial Partners first reported a position in Avista in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Avista position peaked at $13.3K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.