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Rossby Financial’s Avista AVA Stock Holding History

Rossby 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
Q2 		$1.68K Hold
41
– – ﹤0.01% 1783
2026
Q1 		$1.67K Hold
41
– – ﹤0.01% 1863
2025
Q4 		$1.58K Hold
41
– – ﹤0.01% 1432
2025
Q3 		$1.53K Hold
41
– – ﹤0.01% 1204
2025
Q2 		$1.56K Hold
41
– – ﹤0.01% 1083
2025
Q1 		$1.69K Buy
+41
New +$1.56K ﹤0.01% 948

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

Rossby Financial's AVA Position: Q2 2026 in Review

Rossby Financial held its Avista (AVA) position steady in Q2 2026 at 41 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Rossby Financial first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69K in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Rossby Financial held 41 shares of Avista worth $1.68K as of Q2 2026.
  • Rossby Financial left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1783 holding.
  • Rossby Financial first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Avista position peaked at $1.69K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.