Root Financial Partners
AVA icon

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
Q3 		$8.11K Buy
+231
New +$8.96K ﹤0.01% 2019
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 		$3.36K Buy
+89
New +$3.31K ﹤0.01% 1850

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's AVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avista (AVA) in Q3 2026: 231 shares worth $8.11K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVA as recently as Q1 2026.

Root Financial Partners first reported a position in AVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.3K in Q1 2026. 311 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Root Financial Partners held 231 shares of Avista worth $8.11K as of Q3 2026.
  • Avista was a new Root Financial Partners position in Q3 2026.
  • Avista made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2019 holding.
  • Root Financial Partners first reported a position in Avista in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Avista position peaked at $13.3K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.