Avidia Bancorp, Inc.
AVBC- Exchange
- NYSE
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0002058758
In the last 90 days, Avidia Bancorp, Inc. insiders filed 8 open-market purchases and 0 sales; 81 institutions reported holding it in 13F filings for Q2 2026, worth $149.7M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Avidia Bancorp, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +18 vs. Q3 2025
- Shares held
- 5.83M
- +200.3K (+3.6%) vs. Q3 2025
- Total value
- $97.9M
- +$13.9M (+16.5%) vs. Q3 2025
- New holders
- 20
- 12 more added
- Sold out
- 2
- 11 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $149.7M |
| Q1 2026 | 66 | $126.9M |
| Q4 2025 | 53 | $97.9M |
| Q3 2025 | 37 | $84.7M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Avidia Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $0 | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 66 | $1.11K | 0.00% | +66 | New |
| Eastern Bank | 123 | $2.07K | 0.00% | +123 | New |
| Royal Bank of Canada | 269 | $5.00K | 0.00% | −6,907−96.3% | Reduced |
| Allworth Financial LP | 1,738 | $29.2K | 0.00% | +1,738 | New |
| Flagship Wealth Advisors, LLC | 5,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,222 | $104.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,349 | $140.3K | 0.00% | +2,433+41.1% | Added |
| Charles Schwab Investment Management Inc | 10,000 | $168.1K | 0.00% | 00.0% | Unchanged |
| Intellus Advisors LLC | 10,000 | $168.1K | 0.02% | +10,000 | New |
| XTX Topco Ltd | 11,484 | $193.0K | 0.01% | −9,171−44.4% | Reduced |
| Farther Finance Advisors, LLC | 12,000 | $201.7K | 0.00% | +12,000 | New |
| Renaissance Technologies LLC | 12,200 | $205.1K | 0.00% | +12,200 | New |
| Omers Administration Corp | 12,400 | $208.4K | 0.00% | +12,400 | New |
| Rockland Trust Co | 12,646 | $212.6K | 0.01% | +12,646 | New |
| Occudo Quantitative Strategies LP | 13,492 | $226.8K | 0.02% | +13,492 | New |
| Lynch & Associates | 15,206 | $255.6K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,474 | $260.1K | 0.00% | +15,474 | New |
| State of Wyoming | 17,610 | $296.0K | 0.03% | +17,610 | New |
| Point72 Asset Management, L.P. | 19,504 | $327.9K | 0.00% | +19,504 | New |
| Citigroup Inc | 22,483 | $377.9K | 0.00% | +22,483 | New |
| UBS Group AG | 25,582 | $430.0K | 0.00% | −149−0.6% | Reduced |
| Oppenheimer & Close, LLC | 26,502 | $445.5K | 0.30% | 00.0% | Unchanged |
| White Pine Capital LLC | 32,189 | $541.1K | 0.15% | +32,189 | New |
| Arbiter Partners Capital Management LLC | 32,800 | $551.4K | 0.30% | +32,800 | New |
| Great Oak Capital Partners, LLC | 35,108 | $580.0K | 0.15% | +35,108 | New |
| Freestone Capital Holdings, LLC | 34,751 | $584.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,824 | $585.4K | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 38,250 | $643.0K | 0.11% | −9,750−20.3% | Reduced |
| BNP Paribas Arbitrage, SA | 38,680 | $650.2K | 0.00% | +38,680 | New |
| Polaris Capital Management, LLC | 40,000 | $672.4K | 0.06% | 00.0% | Unchanged |
| Stilwell Value LLC | 40,000 | $672.4K | 0.37% | 00.0% | Unchanged |
| Northern Trust Corp | 41,850 | $703.5K | 0.00% | +3,495+9.1% | Added |
| JPMorgan Chase & Co | 42,073 | $707.2K | 0.00% | +42,064+467,377.8% | Added |
| Two Sigma Advisers, LP | 49,500 | $832.1K | 0.00% | +21,000+73.7% | Added |
| Ironwood Investment Management LLC | 54,186 | $910.9K | 0.38% | −139−0.3% | Reduced |
| State Street Corp | 55,122 | $926.6K | 0.00% | +27,960+102.9% | Added |
| Goldman Sachs Group Inc | 65,174 | $1.10M | 0.00% | −15,086−18.8% | Reduced |
| Commonwealth Equity Services, LLC | 68,844 | $1.16M | 0.00% | +15,500+29.1% | Added |
| Millennium Management LLC | 70,453 | $1.18M | 0.00% | +70,453 | New |
| Franklin Resources Inc | 76,498 | $1.29M | 0.00% | −1,500−1.9% | Reduced |
| Marshall Wace, LLP | 78,997 | $1.33M | 0.00% | +78,997 | New |
| Morgan Stanley | 88,136 | $1.48M | 0.00% | +78,853+849.4% | Added |
| Hennessy Advisors Inc | 95,000 | $1.60M | 0.06% | +55,000+137.5% | Added |
| Alliancebernstein L.P. | 134,876 | $2.27M | 0.00% | +40,855+43.5% | Added |
| Two Sigma Investments, LP | 158,122 | $2.66M | 0.00% | −85,096−35.0% | Reduced |
| Geode Capital Management, LLC | 196,855 | $3.31M | 0.00% | +3,409+1.8% | Added |
| M3F, Inc. | 222,361 | $3.74M | 1.03% | −106,405−32.4% | Reduced |
| BlackRock, Inc. | 278,860 | $4.69M | 0.00% | +6,272+2.3% | Added |
| FJ Capital Management LLC | 497,258 | $8.36M | 0.92% | 00.0% | Unchanged |
| Wellington Management Group LLP | 808,335 | $13.6M | 0.00% | −87,321−9.7% | Reduced |
| Vanguard Group Inc | 993,638 | $16.7M | 0.00% | +2,340+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,166,125 | $19.6M | 0.01% | −52,125−4.3% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −118,249−100.0% | Sold out |
| Melfa Wealth Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |