YCM
AVA icon

Yousif Capital Management’s Avista AVA Stock Holding History

Yousif Capital Management’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 		$895K Buy
21,889
+212
+1% +$8.73K 0.01% 1110
2026
Q1 		$870K Sell
21,677
-245
-1% -$9.89K 0.01% 1128
2025
Q4 		$878K Sell
21,922
-3,072
-12% -$120K 0.01% 1144
2025
Q3 		$945K Sell
24,994
-4,954
-17% -$184K 0.01% 1132
2025
Q2 		$1.14M Buy
29,948
+755
+3% +$29.8K 0.01% 1064
2025
Q1 		$1.22M Sell
29,193
-924
-3% -$35.1K 0.01% 986
2024
Q4 		$1.1M Sell
30,117
-448
-1% -$16.8K 0.01% 1093
2024
Q3 		$1.18M Sell
30,565
-697
-2% -$26.4K 0.01% 1088
2024
Q2 		$1.08M Sell
31,262
-3,680
-11% -$132K 0.01% 1090
2024
Q1 		$1.22M Sell
34,942
-3,300
-9% -$112K 0.01% 1091
2023
Q4 		$1.37M Buy
38,242
+420
+1% +$14.2K 0.02% 1049
2023
Q3 		$1.22M Sell
37,822
-2,139
-5% -$76.4K 0.02% 1030
2023
Q2 		$1.57M Sell
39,961
-1,454
-4% -$61.7K 0.02% 905
2023
Q1 		$1.76M Sell
41,415
-5,370
-11% -$222K 0.02% 842
2022
Q4 		$2.07M Sell
46,785
-11,940
-20% -$478K 0.03% 734
2022
Q3 		$2.18M Sell
58,725
-457
-0.8% -$19.1K 0.03% 681
2022
Q2 		$2.58M Sell
59,182
-6,245
-10% -$269K 0.03% 635
2022
Q1 		$2.95M Buy
65,427
+920
+1% +$40.5K 0.03% 663
2021
Q4 		$2.74M Buy
+64,507
New +$2.59M 0.03% 744

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Yousif Capital Management's AVA Position: Q2 2026 in Review

Yousif Capital Management increased its Avista (AVA) stake by 0.98% in Q2 2026, buying an estimated $8.73K and bringing the position to 21,889 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #1110.

Yousif Capital Management first reported a position in AVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.95M in Q1 2022. 213 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Yousif Capital Management held 21,889 shares of Avista worth $895K as of Q2 2026.
  • Yousif Capital Management bought 212 Avista shares in Q2 2026, an estimated $8.73K.
  • Avista made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1110 holding.
  • Yousif Capital Management first reported a position in Avista in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Avista position peaked at $2.95M in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.