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Transamerica Financial Advisors’s Avista AVA Stock Holding History

Transamerica 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 		$24.5K Sell
598
-176
-23% -$7.25K ﹤0.01% 827
2026
Q1 		$31.1K Buy
774
+172
+29% +$6.94K ﹤0.01% 726
2025
Q4 		$23.2K Buy
602
+84
+16% +$3.28K ﹤0.01% 684
2025
Q3 		$19.6K Buy
+518
New +$19.3K ﹤0.01% 611
2016
Q2 		– Sell
-11,406
Closed -$466K – 412
2016
Q1 		$466K Sell
11,406
-1,432
-11% -$53.9K 0.04% 222
2015
Q4 		$455K Hold
12,838
– – 0.03% 246
2015
Q3 		$427K Sell
12,838
-17,066
-57% -$545K 0.03% 221
2015
Q2 		$917K Buy
29,904
+1,267
+4% +$40.8K 0.07% 181
2015
Q1 		$979K Buy
28,637
+6,961
+32% +$243K 0.07% 173
2014
Q4 		$767K Sell
21,676
-2,988
-12% -$102K 0.06% 154
2014
Q3 		$753K Sell
24,664
-5,472
-18% -$175K 0.07% 135
2014
Q2 		$1.01M Buy
30,136
+1,194
+4% +$37.8K 0.09% 121
2014
Q1 		$888K Sell
28,942
-3,120
-10% -$90.7K 0.09% 115
2013
Q4 		$904K Sell
32,062
-2,932
-8% -$80.4K 0.1% 108
2013
Q3 		$924K Buy
34,994
+24,030
+219% +$658K 0.12% 108
2013
Q2 		$297K Buy
+10,964
New +$301K 0.05% 165

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

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

Transamerica Financial Advisors reduced its Avista (AVA) stake by 23% in Q2 2026, selling an estimated $7.25K and leaving 598 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Transamerica Financial Advisors first reported a position in AVA in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2014. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Transamerica Financial Advisors held 598 shares of Avista worth $24.5K as of Q2 2026.
  • Transamerica Financial Advisors sold 176 Avista shares in Q2 2026, an estimated $7.25K.
  • Avista made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #827 holding.
  • Transamerica Financial Advisors first reported a position in Avista in Q2 2013 and has held it in 16 quarters since.
  • Transamerica Financial Advisors's Avista position peaked at $1.01M in Q2 2014.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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