SGI
AVA icon

Summit Global Investments’s Avista AVA Stock Holding History

Summit Global Investments’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 		$1.33M Buy
32,535
+17,404
+115% +$716K 0.07% 146
2026
Q1 		$607K Buy
15,131
+5,130
+51% +$207K 0.04% 296
2025
Q4 		$385K Buy
10,001
+68
+0.7% +$2.65K 0.02% 381
2025
Q3 		$376K Buy
9,933
+2,881
+41% +$107K 0.02% 358
2025
Q2 		$268K Buy
+7,052
New +$278K 0.02% 407
2020
Q3 		– Sell
-17,020
Closed -$619K – 247
2020
Q2 		$619K Sell
17,020
-200
-1% -$7.92K 0.07% 172
2020
Q1 		$732K Buy
17,220
+300
+2% +$14.4K 0.11% 120
2019
Q4 		$814K Sell
16,920
-2,225
-12% -$106K 0.09% 211
2019
Q3 		$927K Buy
19,145
+2,845
+17% +$132K 0.11% 132
2019
Q2 		$727K Buy
16,300
+400
+3% +$17K 0.09% 179
2019
Q1 		$646K Buy
+15,900
New +$654K 0.08% 221
2017
Q3 		– Sell
-11,600
Closed -$493K – 233
2017
Q2 		$493K Buy
11,600
+2,400
+26% +$100K 0.15% 184
2017
Q1 		$359K Hold
9,200
– – 0.12% 203
2016
Q4 		$368K Buy
+9,200
New +$372K 0.13% 186

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Summit Global Investments's AVA Position: Q2 2026 in Review

Summit Global Investments increased its Avista (AVA) stake by 115% in Q2 2026, buying an estimated $716K and bringing the position to 32,535 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #146.

Summit Global Investments first reported a position in AVA in Q4 2016 and has held it in 14 quarters since. 131 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Summit Global Investments held 32,535 shares of Avista worth $1.33M as of Q2 2026.
  • Summit Global Investments bought 17,404 Avista shares in Q2 2026, an estimated $716K.
  • Avista made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #146 holding.
  • Summit Global Investments first reported a position in Avista in Q4 2016 and has held it in 14 quarters since.
  • 131 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.