UB
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UMB Bank’s Avista AVA Stock Holding History

UMB Bank’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 		$29.3K Buy
716
+63
+10% +$2.59K ﹤0.01% 1532
2026
Q1 		$26.2K Buy
653
+16
+3% +$646 ﹤0.01% 1495
2025
Q4 		$24.6K Buy
637
+303
+91% +$11.8K ﹤0.01% 1486
2025
Q3 		$12.6K Sell
334
-13
-4% -$483 ﹤0.01% 1592
2025
Q2 		$13.2K Buy
347
+86
+33% +$3.39K ﹤0.01% 1506
2025
Q1 		$10.9K Buy
261
+72
+38% +$2.73K ﹤0.01% 1520
2024
Q4 		$6.92K Hold
189
– – ﹤0.01% 1595
2024
Q3 		$7.32K Buy
189
+97
+105% +$3.67K ﹤0.01% 1600
2024
Q2 		$3.18K Buy
92
+51
+124% +$1.82K ﹤0.01% 1598
2024
Q1 		$1.44K Buy
+41
New +$1.4K ﹤0.01% 1641
2022
Q2 		– Sell
-200
Closed -$9K – 1898
2022
Q1 		$9K Hold
200
– – ﹤0.01% 1502
2021
Q4 		$8K Buy
+200
New +$8.04K ﹤0.01% 1495

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

UMB Bank's AVA Position: Q2 2026 in Review

UMB Bank increased its Avista (AVA) stake by 9.6% in Q2 2026, buying an estimated $2.59K and bringing the position to 716 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

UMB Bank first reported a position in AVA in Q4 2021 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • UMB Bank held 716 shares of Avista worth $29.3K as of Q2 2026.
  • UMB Bank bought 63 Avista shares in Q2 2026, an estimated $2.59K.
  • Avista made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1532 holding.
  • UMB Bank first reported a position in Avista in Q4 2021 and has held it in 12 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.