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SBI Securities’s Avista AVA Stock Holding History

SBI 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 		$1.31K Buy
32
+25
+357% +$1.03K ﹤0.01% 2703
2026
Q1 		$281 Buy
7
+5
+250% +$202 ﹤0.01% 3098
2025
Q4 		$77 Buy
+2
New +$78 ﹤0.01% 3489
2025
Q3 		– Sell
-4
Closed -$152 – 4194
2025
Q2 		$152 Hold
4
– – ﹤0.01% 3399
2025
Q1 		$167 Sell
4
-52
-93% -$1.97K ﹤0.01% 3279
2024
Q4 		$2.05K Buy
+56
New +$2.1K ﹤0.01% 2308

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

SBI Securities's AVA Position: Q2 2026 in Review

SBI Securities increased its Avista (AVA) stake by 357% in Q2 2026, buying an estimated $1.03K and bringing the position to 32 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

SBI Securities first reported a position in AVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05K in Q4 2024. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • SBI Securities held 32 shares of Avista worth $1.31K as of Q2 2026.
  • SBI Securities bought 25 Avista shares in Q2 2026, an estimated $1.03K.
  • Avista made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2703 holding.
  • SBI Securities first reported a position in Avista in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Avista position peaked at $2.05K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.