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BOLTON SECURITIES CORPORATION’s Avista AVA Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$124K Sell
3,525
-175
-5% -$6.79K ﹤0.01% 1067
2026
Q2 		$151K Sell
3,700
-350
-9% -$14.4K 0.01% 984
2026
Q1 		$163K Buy
+4,050
New +$164K 0.01% 869
2025
Q3 		$145K Buy
+3,830
New +$142K 0.01% 845
2025
Q1 		$168K Buy
+4,015
New +$152K 0.01% 734

Other funds holding AVA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AVA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Avista (AVA) stake by 4.7% in Q3 2026, selling an estimated $6.79K and leaving 3,525 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

BOLTON SECURITIES CORPORATION first reported a position in AVA in Q1 2025 and has held it in 5 quarters since. The position peaked at $168K in Q1 2025. 253 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,525 shares of Avista worth $124K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 175 Avista shares in Q3 2026, an estimated $6.79K.
  • Avista made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1067 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Avista in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Avista position peaked at $168K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.