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Sequoia Financial Advisors’s Avista AVA Stock Holding History

Sequoia Financial Advisors’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 		$379K Buy
9,261
+233
+3% +$9.59K ﹤0.01% 1517
2026
Q1 		$362K Buy
9,028
+385
+4% +$15.5K ﹤0.01% 1451
2025
Q4 		$333K Buy
8,643
+1,633
+23% +$63.8K ﹤0.01% 1504
2025
Q3 		$265K Buy
+7,010
New +$261K ﹤0.01% 1455

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

Sequoia Financial Advisors's AVA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Avista (AVA) stake by 2.6% in Q2 2026, buying an estimated $9.59K and bringing the position to 9,261 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Sequoia Financial Advisors first reported a position in AVA in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Sequoia Financial Advisors held 9,261 shares of Avista worth $379K as of Q2 2026.
  • Sequoia Financial Advisors bought 233 Avista shares in Q2 2026, an estimated $9.59K.
  • Avista made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1517 holding.
  • Sequoia Financial Advisors first reported a position in Avista in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.